-92.9%
NIO vs BB
-17.6%
-75.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.4% | -2.5% | -4.0% |
| 7D | -14.5% | +1.8% | -16.3% | -15.1% |
| 30D | -15.0% | +8.1% | -23.1% | -18.3% |
| 3M | -35.6% | -1.0% | -34.6% | -36.6% |
| 6M | -55.7% | +45.9% | -101.6% | -65.2% |
| YTD | -43.1% | +134.8% | -178.0% | -65.2% |
| 1Y | -53.5% | +104.6% | -158.1% | -69.9% |
| 3Y | -59.8% | +152.8% | -212.7% | -80.3% |
| All | -92.9% | -17.6% | -75.3% | -92.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling