+31.2%
BSX vs NIO
-36.7%
+67.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +1.9% |
| 7D | +2.0% | -13.0% | +15.1% | +2.6% |
| 30D | +0.1% | -18.3% | +18.4% | +0.9% |
| 3M | -2.1% | -33.2% | +31.1% | -0.7% |
| 6M | -33.8% | -21.5% | -12.3% | -33.5% |
| YTD | -49.9% | -25.5% | -24.4% | -49.5% |
| 1Y | -55.4% | -38.0% | -17.4% | -54.9% |
| 3Y | -10.9% | -65.5% | +54.6% | -9.2% |
| 5Y | +6.4% | -90.6% | +97.0% | +11.7% |
| All | +31.2% | -36.7% | +67.8% | +19.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling