+23.8%
BSX vs NIO
-46.0%
+69.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.0% |
| 7D | -1.5% | -1.8% | +0.3% | -1.5% |
| 30D | +2.9% | -6.6% | +9.6% | +3.2% |
| 3M | -11.8% | -29.9% | +18.0% | -10.7% |
| 6M | -15.4% | -46.6% | +31.2% | -13.6% |
| YTD | -52.7% | -36.5% | -16.2% | -52.1% |
| 1Y | -56.0% | -51.1% | -4.8% | -55.0% |
| 3Y | -12.5% | -55.2% | +42.8% | -11.9% |
| 5Y | +7.6% | -92.3% | +99.9% | +13.8% |
| All | +23.8% | -46.0% | +69.8% | +13.1% |
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