+15.0%
BND vs NIO
-40.3%
+55.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.6% |
| 7D | -0.9% | -7.3% | +6.3% | -0.9% |
| 30D | -1.0% | -22.5% | +21.6% | -0.8% |
| 3M | -1.2% | -30.9% | +29.7% | -1.0% |
| 6M | -2.0% | -37.2% | +35.2% | -1.8% |
| YTD | -1.2% | -29.8% | +28.6% | -1.0% |
| 1Y | -0.5% | -37.4% | +37.0% | -0.3% |
| 3Y | +12.4% | -64.3% | +76.8% | +12.6% |
| 5Y | -2.5% | -90.6% | +88.1% | -2.3% |
| All | +15.0% | -40.3% | +55.3% | +15.4% |
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