-90.4%
NIO vs BR
+7.6%
-98.0%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.2% |
| 7D | -4.1% | -5.0% | +0.9% | -1.5% |
| 30D | -23.2% | -2.5% | -20.8% | -22.3% |
| 3M | -29.9% | +13.5% | -43.4% | -35.3% |
| 6M | -25.1% | -9.4% | -15.7% | -21.2% |
| YTD | -27.5% | -23.3% | -4.2% | -15.4% |
| 1Y | -41.1% | -31.6% | -9.5% | -25.5% |
| 3Y | -63.1% | -5.1% | -58.1% | -66.7% |
| 5Y | -90.4% | +8.2% | -98.6% | -93.4% |
| All | -90.4% | +7.6% | -98.0% | -93.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling