+1,101.8%
NBIS vs NIO
-27.3%
+1,129.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +0.9% | -0.6% |
| 7D | +17.8% | -4.1% | +21.9% | +19.5% |
| 30D | +30.5% | -23.2% | +53.8% | +42.6% |
| 3M | +9.2% | -29.9% | +39.1% | +23.3% |
| 6M | +153.2% | -25.1% | +178.3% | +176.5% |
| YTD | +187.1% | -27.5% | +214.6% | +216.3% |
| 1Y | +151.1% | -41.1% | +192.2% | +192.3% |
| All | +1,101.8% | -27.3% | +1,129.1% | +1,185.7% |
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