+15.2%
BND vs NIO
-45.3%
+60.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | -0.7% |
| 7D | -0.1% | +2.8% | -2.9% | -0.1% |
| 30D | +1.3% | -8.4% | +9.7% | +1.3% |
| 3M | -0.7% | -32.0% | +31.2% | -0.5% |
| 6M | -1.6% | -43.9% | +42.3% | -1.3% |
| YTD | -1.0% | -35.7% | +34.7% | -0.8% |
| 1Y | -0.7% | -51.1% | +50.4% | -0.4% |
| 3Y | +14.1% | -54.7% | +68.8% | +14.2% |
| 5Y | -1.5% | -91.7% | +90.2% | -1.3% |
| All | +15.2% | -45.3% | +60.5% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling