-44.1%
NIO vs BR
+41.8%
-85.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | -2.9% | -3.0% | +0.1% | -1.4% |
| 30D | -18.7% | -0.3% | -18.4% | -18.7% |
| 3M | -29.4% | +17.3% | -46.7% | -36.0% |
| 6M | -32.5% | -6.7% | -25.8% | -30.8% |
| YTD | -27.6% | -23.4% | -4.2% | -17.5% |
| 1Y | -39.2% | -32.7% | -6.5% | -25.3% |
| 3Y | -64.3% | -5.9% | -58.4% | -65.8% |
| 5Y | -90.3% | +8.4% | -98.7% | -91.7% |
| All | -44.1% | +41.8% | -85.9% | -60.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling