+14.6%
BND vs NIO
-51.7%
+66.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | -0.1% |
| 7D | -1.4% | -14.5% | +13.0% | -1.4% |
| 30D | +0.6% | -15.0% | +15.5% | +0.7% |
| 3M | -1.6% | -35.6% | +34.0% | -1.4% |
| 6M | -1.5% | -55.7% | +54.1% | -1.1% |
| YTD | -1.5% | -43.1% | +41.7% | -1.2% |
| 1Y | -1.1% | -53.5% | +52.5% | -0.7% |
| 3Y | +13.6% | -59.8% | +73.4% | +13.8% |
| 5Y | -1.8% | -93.2% | +91.4% | -1.5% |
| All | +14.6% | -51.7% | +66.3% | +15.2% |
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