-50.9%
NIO vs BR
+63.1%
-114.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -1.8% | +1.9% | -3.7% | -2.9% |
| 30D | -6.6% | +15.9% | -22.5% | -13.8% |
| 3M | -29.9% | +13.7% | -43.5% | -34.8% |
| 6M | -46.6% | +31.0% | -77.6% | -54.6% |
| YTD | -36.5% | -12.0% | -24.5% | -33.0% |
| 1Y | -51.1% | -11.5% | -39.6% | -48.7% |
| 3Y | -55.2% | +14.9% | -70.2% | -62.0% |
| 5Y | -92.3% | +20.1% | -112.4% | -93.8% |
| All | -50.9% | +63.1% | -114.0% | -67.8% |
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 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