-14.4%
BSX vs NIO
-56.4%
+42.0%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.6% | +2.4% | +3.0% |
| 7D | -0.7% | +6.9% | -7.6% | -0.7% |
| 30D | +3.0% | -4.7% | +7.8% | +3.0% |
| 3M | -10.7% | -28.1% | +17.3% | -10.8% |
| 6M | -18.4% | -41.7% | +23.3% | -18.3% |
| YTD | -53.8% | -33.1% | -20.7% | -53.9% |
| 1Y | -56.0% | -50.3% | -5.7% | -55.8% |
| 3Y | -14.4% | -54.4% | +39.9% | -15.6% |
| All | -14.4% | -56.4% | +42.0% | -15.6% |
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