-38.6%
NIO vs BB
+102.8%
-141.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.5% |
| 7D | -6.7% | +0.5% | -7.2% | -6.7% |
| 30D | -20.0% | -12.4% | -7.7% | -19.2% |
| 3M | -30.5% | -15.3% | -15.2% | -29.4% |
| 6M | -20.7% | +128.8% | -149.5% | -31.1% |
| YTD | -25.7% | +107.7% | -133.3% | -34.2% |
| 1Y | -38.6% | +103.9% | -142.5% | -39.9% |
| All | -38.6% | +102.8% | -141.4% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling