-38.0%
NIO vs BR
-29.1%
-8.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | -2.0% |
| 7D | -13.0% | -5.3% | -7.8% | -13.7% |
| 30D | -18.3% | +6.4% | -24.7% | -17.3% |
| 3M | -33.2% | +13.6% | -46.9% | -31.3% |
| 6M | -21.5% | -6.7% | -14.8% | -25.1% |
| YTD | -25.5% | -21.1% | -4.4% | -32.6% |
| 1Y | -38.0% | -29.6% | -8.4% | -41.3% |
| All | -38.0% | -29.1% | -8.9% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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