-90.4%
NIO vs BNS
+93.4%
-183.7%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -1.5% |
| 7D | -4.1% | -1.3% | -2.9% | -2.8% |
| 30D | -23.2% | +4.0% | -27.2% | -26.9% |
| 3M | -29.9% | +13.8% | -43.7% | -40.0% |
| 6M | -25.1% | +32.7% | -57.8% | -46.7% |
| YTD | -27.5% | +27.6% | -55.0% | -46.2% |
| 1Y | -41.1% | +47.4% | -88.5% | -63.4% |
| 3Y | -63.1% | +129.0% | -192.1% | -86.8% |
| 5Y | -90.4% | +92.7% | -183.1% | -95.4% |
| All | -90.4% | +93.4% | -183.7% | -95.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling