+50.3%
BP vs NIO
-60.1%
+110.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.8% | +1.2% |
| 7D | +3.8% | -14.5% | +18.3% | +4.8% |
| 30D | -5.3% | -15.0% | +9.7% | -4.4% |
| 3M | +9.3% | -35.6% | +44.8% | +12.4% |
| 6M | +7.2% | -55.7% | +62.9% | +13.1% |
| YTD | +38.0% | -43.1% | +81.2% | +42.3% |
| 1Y | +33.2% | -53.5% | +86.7% | +39.6% |
| 3Y | +50.3% | -59.8% | +110.1% | +52.9% |
| All | +50.3% | -60.1% | +110.4% | +52.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling