+414.3%
BX vs NIO
-36.7%
+450.9%
-49.3%
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% | -0.9% |
| 7D | -4.4% | -13.0% | +8.7% | -2.8% |
| 30D | +0.1% | -18.3% | +18.4% | +2.4% |
| 3M | +16.0% | -33.2% | +49.2% | +21.4% |
| 6M | +21.6% | -21.5% | +43.1% | +23.9% |
| YTD | -8.9% | -25.5% | +16.6% | -6.8% |
| 1Y | -16.6% | -38.0% | +21.4% | -13.4% |
| 3Y | +43.3% | -65.5% | +108.8% | +52.0% |
| 5Y | +25.7% | -90.6% | +116.3% | +43.4% |
| All | +414.3% | -36.7% | +450.9% | +380.5% |
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 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