-42.4%
NIO vs BNS
+145.3%
-187.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -0.6% |
| 7D | -13.0% | +1.5% | -14.6% | -14.3% |
| 30D | -18.3% | +6.0% | -24.2% | -22.5% |
| 3M | -33.2% | +16.3% | -49.6% | -41.8% |
| 6M | -21.5% | +28.8% | -50.2% | -37.6% |
| YTD | -25.5% | +30.0% | -55.5% | -41.4% |
| 1Y | -38.0% | +50.7% | -88.7% | -57.2% |
| 3Y | -65.5% | +125.4% | -190.8% | -83.2% |
| 5Y | -90.6% | +94.2% | -184.8% | -94.7% |
| All | -42.4% | +145.3% | -187.7% | -73.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling