+42.3%
NIO vs BBIO
+148.5%
-106.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.1% | -2.7% |
| 7D | -4.1% | -0.5% | -3.6% | -4.1% |
| 30D | -23.2% | -10.1% | -13.1% | -21.6% |
| 3M | -29.9% | +12.4% | -42.3% | -32.0% |
| 6M | -25.1% | +15.9% | -41.0% | -27.8% |
| YTD | -27.5% | -0.5% | -26.9% | -28.4% |
| 1Y | -41.1% | +42.2% | -83.3% | -46.2% |
| 3Y | -63.1% | +167.8% | -230.9% | -71.6% |
| 5Y | -90.4% | +49.6% | -139.9% | -94.2% |
| All | +42.3% | +148.5% | -106.2% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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