-49.8%
NIO vs BR
-12.0%
-37.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -1.8% | +1.9% | -3.7% | -1.6% |
| 30D | -6.6% | +15.9% | -22.5% | -5.3% |
| 3M | -29.9% | +13.7% | -43.5% | -28.9% |
| 6M | -46.6% | +31.0% | -77.6% | -44.0% |
| YTD | -36.5% | -12.0% | -24.5% | -42.3% |
| All | -49.8% | -12.0% | -37.8% | -54.6% |
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