-5.6%
BRO vs NIO
-54.1%
+48.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.4% | +0.7% | +4.4% |
| 7D | +12.2% | -0.6% | +12.8% | +12.1% |
| 30D | +21.3% | -3.5% | +24.8% | +21.0% |
| 3M | +4.1% | -30.7% | +34.7% | +1.3% |
| 6M | +28.9% | -45.6% | +74.5% | +23.2% |
| YTD | -6.6% | -35.3% | +28.7% | -8.2% |
| 1Y | -5.6% | -53.9% | +48.4% | -11.3% |
| All | -5.6% | -54.1% | +48.6% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling