-92.2%
NIO vs BBWI
-67.9%
-24.3%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.3% | +9.2% | +6.8% |
| 7D | +5.6% | -6.2% | +11.8% | +7.4% |
| 30D | -4.2% | +19.9% | -24.2% | -9.4% |
| 3M | -26.3% | +7.1% | -33.5% | -28.6% |
| 6M | -42.5% | +13.7% | -56.2% | -46.0% |
| YTD | -33.5% | +9.6% | -43.1% | -38.4% |
| 1Y | -52.7% | -1.6% | -51.0% | -55.2% |
| 3Y | -57.5% | -25.9% | -31.6% | -60.6% |
| All | -92.2% | -67.9% | -24.3% | -89.8% |
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