-1.5%
BND vs NIO
-92.2%
+90.6%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.5% | 0.0% |
| 7D | +0.4% | +6.9% | -6.5% | +0.3% |
| 30D | +2.0% | -4.7% | +6.7% | +2.0% |
| 3M | -0.4% | -28.1% | +27.7% | 0.0% |
| 6M | -0.9% | -41.7% | +40.8% | -0.4% |
| YTD | -0.3% | -33.1% | +32.8% | 0.0% |
| 1Y | 0.0% | -50.3% | +50.3% | +0.6% |
| 3Y | +15.1% | -54.4% | +69.4% | +15.3% |
| 5Y | -1.5% | -91.6% | +90.1% | -2.3% |
| All | -1.5% | -92.2% | +90.6% | -2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling