+23.4%
BSX vs NIO
-38.3%
+61.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.3% | 0.0% |
| 7D | -7.0% | -4.1% | -2.9% | -6.9% |
| 30D | -10.9% | -23.2% | +12.3% | -10.0% |
| 3M | -8.2% | -29.9% | +21.8% | -7.0% |
| 6M | -37.5% | -25.1% | -12.4% | -37.0% |
| YTD | -52.8% | -27.5% | -25.4% | -52.5% |
| 1Y | -58.4% | -41.1% | -17.3% | -57.8% |
| 3Y | -16.5% | -63.1% | +46.6% | -15.3% |
| 5Y | -1.0% | -90.4% | +89.4% | +3.8% |
| All | +23.4% | -38.3% | +61.7% | +12.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling