+452.1%
BTSG vs NIO
-36.7%
+488.8%
-35.6%
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 | +2.7% | -13.0% | +15.7% | +3.3% |
| 30D | -3.6% | -18.3% | +14.6% | -2.8% |
| 3M | +5.8% | -33.2% | +39.0% | +7.8% |
| 6M | +44.7% | -21.5% | +66.2% | +45.5% |
| YTD | +62.2% | -25.5% | +87.7% | +63.3% |
| 1Y | +152.1% | -38.0% | +190.1% | +155.7% |
| All | +452.1% | -36.7% | +488.8% | +450.8% |
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