-35.3%
NIO vs BG
+51.5%
-86.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -4.1% | +0.5% | -4.7% | -4.2% |
| 30D | -23.2% | +10.3% | -33.6% | -24.1% |
| 3M | -29.9% | -1.9% | -28.0% | -29.5% |
| 6M | -25.1% | +5.2% | -30.4% | -25.1% |
| YTD | -27.5% | +41.2% | -68.6% | -27.5% |
| All | -35.3% | +51.5% | -86.8% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 1y: compounded portfolio wealth divided by compounded BG 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…
1y analysis · Full analysis span regression · 6 months rolling