+133.9%
BTI vs NIO
-51.7%
+185.5%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.9% | +6.3% | +1.5% |
| 7D | +1.6% | -14.5% | +16.1% | +2.1% |
| 30D | +9.2% | -15.0% | +24.2% | +9.7% |
| 3M | +9.6% | -35.6% | +45.2% | +10.9% |
| 6M | -2.4% | -55.7% | +53.2% | -0.3% |
| YTD | +14.2% | -43.1% | +57.4% | +15.7% |
| 1Y | +20.3% | -53.5% | +73.8% | +22.5% |
| 3Y | +147.4% | -59.8% | +207.2% | +149.6% |
| 5Y | +155.4% | -93.2% | +248.6% | +164.7% |
| All | +133.9% | -51.7% | +185.5% | +122.6% |
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 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