+24.3%
BX vs NIO
-90.3%
+114.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.6% |
| 7D | -2.0% | -6.7% | +4.7% | -0.7% |
| 30D | -2.3% | -20.0% | +17.7% | +1.7% |
| 3M | +18.5% | -30.5% | +49.0% | +26.3% |
| 6M | +23.7% | -20.7% | +44.4% | +27.0% |
| YTD | -10.4% | -25.7% | +15.3% | -7.2% |
| 1Y | -19.6% | -38.6% | +19.0% | -14.7% |
| 3Y | +30.8% | -62.3% | +93.0% | +42.5% |
| 5Y | +24.3% | -90.1% | +114.4% | +66.5% |
| All | +24.3% | -90.3% | +114.7% | +66.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling