-1.2%
BSX vs NIO
-90.3%
+89.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.3% | -5.6% | -5.9% |
| 7D | -6.4% | -6.7% | +0.2% | -6.2% |
| 30D | -8.8% | -20.0% | +11.3% | -8.0% |
| 3M | -7.6% | -30.5% | +22.8% | -6.4% |
| 6M | -37.0% | -20.7% | -16.2% | -36.7% |
| YTD | -52.8% | -25.7% | -27.1% | -52.6% |
| 1Y | -58.4% | -38.6% | -19.8% | -57.9% |
| 3Y | -16.5% | -62.3% | +45.7% | -14.9% |
| 5Y | -1.2% | -90.1% | +88.9% | +7.8% |
| All | -1.2% | -90.3% | +89.2% | +7.8% |
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