-22.4%
BX vs NIO
-38.9%
+16.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.4% | -1.3% | -3.6% |
| 7D | -5.7% | -4.1% | -1.5% | -5.6% |
| 30D | -8.9% | -23.2% | +14.3% | -8.7% |
| 3M | +8.4% | -29.9% | +38.3% | +8.8% |
| 6M | +18.9% | -25.1% | +44.0% | +19.6% |
| YTD | -13.6% | -27.5% | +13.8% | -13.0% |
| 1Y | -22.4% | -41.1% | +18.6% | -20.3% |
| All | -22.4% | -38.9% | +16.5% | -20.3% |
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