+1,040.6%
NBIS vs NIO
-29.7%
+1,070.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.2% | -1.8% | -4.0% |
| 7D | +8.3% | -7.3% | +15.6% | +11.2% |
| 30D | +18.1% | -22.5% | +40.6% | +28.7% |
| 3M | +7.8% | -30.9% | +38.6% | +22.3% |
| 6M | +136.6% | -37.2% | +173.7% | +175.3% |
| YTD | +172.5% | -29.8% | +202.3% | +203.8% |
| 1Y | +144.3% | -37.4% | +181.7% | +179.4% |
| All | +1,040.6% | -29.7% | +1,070.2% | +1,134.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling