+102.1%
BTI vs NIO
-38.3%
+140.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.4% |
| 7D | -2.4% | -4.1% | +1.7% | -2.3% |
| 30D | -4.8% | -23.2% | +18.5% | -4.1% |
| 3M | -8.1% | -29.9% | +21.8% | -7.2% |
| 6M | -4.2% | -25.1% | +20.9% | -3.6% |
| YTD | -1.3% | -27.5% | +26.2% | -0.6% |
| 1Y | +2.1% | -41.1% | +43.2% | +3.2% |
| 3Y | +108.9% | -63.1% | +172.1% | +111.2% |
| 5Y | +114.5% | -90.4% | +204.8% | +120.3% |
| All | +102.1% | -38.3% | +140.4% | +91.1% |
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