+289.9%
BNY vs NIO
-36.8%
+326.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | +1.5% | -6.7% | +8.1% | +1.9% |
| 30D | +3.3% | -20.0% | +23.4% | +4.7% |
| 3M | +15.3% | -30.5% | +45.8% | +17.8% |
| 6M | +42.5% | -20.7% | +63.2% | +43.8% |
| YTD | +42.0% | -25.7% | +67.7% | +43.8% |
| 1Y | +59.3% | -38.6% | +97.9% | +62.6% |
| 3Y | +291.2% | -62.3% | +353.5% | +300.7% |
| 5Y | +252.1% | -90.1% | +342.1% | +275.3% |
| All | +289.9% | -36.8% | +326.8% | +261.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling