-90.6%
NIO vs BBWI
-66.0%
-24.6%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.8% | -4.4% | -2.4% |
| 7D | -13.0% | +1.5% | -14.6% | -13.4% |
| 30D | -18.3% | -5.2% | -13.1% | -17.4% |
| 3M | -33.2% | +11.1% | -44.3% | -36.2% |
| 6M | -21.5% | -13.4% | -8.1% | -20.3% |
| YTD | -25.5% | +0.1% | -25.6% | -28.8% |
| 1Y | -38.0% | -36.1% | -1.9% | -31.9% |
| 3Y | -65.5% | -44.1% | -21.4% | -63.5% |
| All | -90.6% | -66.0% | -24.6% | -87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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