+104.0%
BTI vs NIO
-40.3%
+144.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.2% | +1.1% |
| 7D | -2.0% | -7.3% | +5.3% | -1.8% |
| 30D | -3.4% | -22.5% | +19.1% | -2.8% |
| 3M | -9.0% | -30.9% | +21.9% | -8.1% |
| 6M | -5.0% | -37.2% | +32.2% | -3.9% |
| YTD | -0.3% | -29.8% | +29.5% | +0.4% |
| 1Y | +3.1% | -37.4% | +40.5% | +4.1% |
| 3Y | +111.0% | -64.3% | +175.3% | +113.4% |
| 5Y | +117.0% | -90.6% | +207.6% | +123.0% |
| All | +104.0% | -40.3% | +144.4% | +93.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling