-53.9%
NIO vs BR
-14.2%
-39.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.0% | +0.4% | +3.7% |
| 7D | -0.6% | +7.0% | -7.6% | +0.1% |
| 30D | -3.5% | +19.0% | -22.5% | -1.5% |
| 3M | -30.7% | +13.1% | -43.8% | -29.6% |
| 6M | -45.6% | +24.6% | -70.3% | -43.3% |
| YTD | -35.3% | -13.6% | -21.7% | -43.2% |
| 1Y | -53.9% | -13.1% | -40.8% | -58.8% |
| All | -53.9% | -14.2% | -39.7% | -58.8% |
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