+142.2%
BTI vs NIO
-56.4%
+198.6%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.3% |
| 7D | -2.9% | +6.9% | -9.8% | -3.1% |
| 30D | +8.3% | -4.7% | +13.0% | +8.4% |
| 3M | +2.9% | -28.1% | +31.0% | +3.8% |
| 6M | +6.2% | -41.7% | +47.9% | +7.7% |
| YTD | +10.9% | -33.1% | +44.0% | +11.9% |
| 1Y | +16.6% | -50.3% | +66.9% | +18.2% |
| 3Y | +142.2% | -54.4% | +196.6% | +142.5% |
| All | +142.2% | -56.4% | +198.6% | +142.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling