+109.6%
BP vs NIO
-92.4%
+202.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.6% |
| 7D | -0.8% | -1.8% | +1.1% | -0.7% |
| 30D | -3.1% | -6.6% | +3.5% | -2.8% |
| 3M | +6.2% | -29.9% | +36.0% | +8.5% |
| 6M | +4.8% | -46.6% | +51.4% | +8.9% |
| YTD | +35.2% | -36.5% | +71.6% | +38.2% |
| 1Y | +27.4% | -51.1% | +78.6% | +32.7% |
| 3Y | +49.8% | -55.2% | +105.0% | +51.7% |
| All | +109.6% | -92.4% | +202.0% | +132.5% |
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