-62.3%
NIO vs BNS
+130.3%
-192.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | +0.6% |
| 7D | -6.7% | +1.8% | -8.5% | -8.2% |
| 30D | -20.0% | +4.5% | -24.5% | -23.3% |
| 3M | -30.5% | +15.8% | -46.2% | -39.4% |
| 6M | -20.7% | +31.5% | -52.2% | -39.3% |
| YTD | -25.7% | +28.6% | -54.3% | -42.1% |
| 1Y | -38.6% | +48.2% | -86.8% | -58.6% |
| 3Y | -62.3% | +130.8% | -193.0% | -84.0% |
| All | -62.3% | +130.3% | -192.6% | -84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 3y: compounded portfolio wealth divided by compounded BNS 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…
3y analysis · Full analysis span regression · 6 months rolling