-54.7%
NIO vs BR
+15.5%
-70.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.3% | -4.1% | -3.8% |
| 7D | +2.8% | +5.0% | -2.2% | +2.2% |
| 30D | -8.4% | +16.6% | -25.0% | -10.1% |
| 3M | -32.0% | +12.0% | -43.9% | -32.9% |
| 6M | -43.9% | +30.7% | -74.7% | -45.6% |
| YTD | -35.7% | -11.9% | -23.8% | -32.5% |
| 1Y | -51.1% | -11.6% | -39.6% | -48.8% |
| 3Y | -54.7% | +15.0% | -69.7% | -52.0% |
| All | -54.7% | +15.5% | -70.2% | -52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling