-62.3%
NIO vs BB
+59.1%
-121.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -13.0% | -5.6% | -7.4% | -11.8% |
| 30D | -18.3% | -11.8% | -6.5% | -15.9% |
| 3M | -33.2% | -25.5% | -7.7% | -29.4% |
| 6M | -21.5% | +121.3% | -142.8% | -40.7% |
| YTD | -25.5% | +103.2% | -128.7% | -42.3% |
| 1Y | -38.0% | +102.6% | -140.6% | -52.5% |
| All | -62.3% | +59.1% | -121.4% | -74.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling