-92.9%
NIO vs BBWI
-67.6%
-25.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.5% | -6.4% | -5.3% |
| 7D | -14.5% | +0.1% | -14.6% | -14.5% |
| 30D | -15.0% | +12.9% | -27.8% | -18.0% |
| 3M | -35.6% | +16.0% | -51.6% | -38.9% |
| 6M | -55.7% | +16.6% | -72.3% | -58.6% |
| YTD | -43.1% | +9.7% | -52.9% | -47.3% |
| 1Y | -53.5% | +1.5% | -55.0% | -56.5% |
| 3Y | -59.8% | -21.4% | -38.5% | -63.9% |
| All | -92.9% | -67.6% | -25.2% | -90.9% |
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