+105.9%
BTI vs NIO
-36.7%
+142.5%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.4% | -1.1% |
| 7D | -1.4% | -13.0% | +11.7% | -1.0% |
| 30D | -6.6% | -18.3% | +11.7% | -6.1% |
| 3M | -3.0% | -33.2% | +30.2% | -1.9% |
| 6M | -6.7% | -21.5% | +14.8% | -6.2% |
| YTD | +0.6% | -25.5% | +26.0% | +1.2% |
| 1Y | +5.6% | -38.0% | +43.6% | +6.6% |
| 3Y | +110.3% | -65.5% | +175.8% | +113.0% |
| 5Y | +114.3% | -90.6% | +204.9% | +120.1% |
| All | +105.9% | -36.7% | +142.5% | +94.6% |
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 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