+106.1%
BTSG vs NIO
-37.6%
+143.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -3.2% | -3.4% | -6.5% |
| 7D | -5.8% | -7.3% | +1.5% | -5.5% |
| 30D | 0.0% | -22.5% | +22.5% | +1.1% |
| 3M | -4.5% | -30.9% | +26.4% | -2.8% |
| 6M | +40.0% | -37.2% | +77.2% | +42.2% |
| YTD | +54.6% | -29.8% | +84.4% | +54.3% |
| 1Y | +106.1% | -37.4% | +143.5% | +111.9% |
| All | +106.1% | -37.6% | +143.8% | +111.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling