-14.5%
BX vs NIO
-53.2%
+38.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.9% | +3.0% | -2.5% |
| 7D | -1.1% | -4.7% | +3.6% | -0.8% |
| 30D | +8.8% | -14.3% | +23.1% | +9.5% |
| 3M | -18.3% | -32.8% | +14.6% | -17.5% |
| 6M | -1.5% | -49.8% | +48.3% | -0.3% |
| YTD | -19.9% | -40.2% | +20.3% | -18.2% |
| 1Y | -14.5% | -52.7% | +38.2% | -13.2% |
| All | -14.5% | -53.2% | +38.7% | -13.2% |
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