-42.4%
NIO vs BB
-25.2%
-17.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -13.0% | -5.6% | -7.4% | -11.4% |
| 30D | -18.3% | -11.8% | -6.5% | -15.4% |
| 3M | -33.2% | -25.5% | -7.7% | -28.7% |
| 6M | -21.5% | +121.3% | -142.8% | -42.6% |
| YTD | -25.5% | +103.2% | -128.7% | -44.1% |
| 1Y | -38.0% | +102.6% | -140.6% | -54.0% |
| 3Y | -65.5% | +37.5% | -103.0% | -73.2% |
| 5Y | -90.6% | -30.4% | -60.1% | -91.5% |
| All | -42.4% | -25.2% | -17.2% | -58.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling