-42.5%
NIO vs BBWI
+16.7%
-59.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.3% | +9.2% | +6.2% |
| 7D | +5.6% | -6.2% | +11.8% | +6.2% |
| 30D | -4.2% | +19.9% | -24.2% | -5.7% |
| 3M | -26.3% | +7.1% | -33.5% | -27.2% |
| 6M | -42.5% | +13.7% | -56.2% | -43.8% |
| All | -42.5% | +16.7% | -59.2% | -43.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling