-42.4%
NIO vs BR
+46.2%
-88.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | +0.2% |
| 7D | -13.0% | -5.3% | -7.8% | -10.5% |
| 30D | -18.3% | +6.4% | -24.7% | -21.1% |
| 3M | -33.2% | +13.6% | -46.9% | -38.2% |
| 6M | -21.5% | -6.7% | -14.8% | -19.5% |
| YTD | -25.5% | -21.1% | -4.4% | -16.4% |
| 1Y | -38.0% | -29.6% | -8.4% | -25.6% |
| 3Y | -65.5% | -2.4% | -63.1% | -67.6% |
| 5Y | -90.6% | +11.2% | -101.8% | -92.1% |
| All | -42.4% | +46.2% | -88.6% | -59.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling