+33.8%
BX vs NIO
-59.9%
+93.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.9% | -6.2% | -0.9% |
| 7D | +1.8% | +5.6% | -3.8% | +1.2% |
| 30D | +7.9% | -4.2% | +12.1% | +8.3% |
| 3M | -9.6% | -26.3% | +16.7% | -6.9% |
| 6M | -2.3% | -42.5% | +40.3% | +2.9% |
| YTD | -19.3% | -33.5% | +14.3% | -16.8% |
| 1Y | -13.2% | -52.7% | +39.4% | -7.1% |
| 3Y | +33.8% | -57.5% | +91.3% | +38.5% |
| All | +33.8% | -59.9% | +93.7% | +38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling