-53.8%
NIO vs BR
+61.9%
-115.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.7% | -5.1% | -5.5% |
| 7D | -4.7% | -1.3% | -3.4% | -4.1% |
| 30D | -14.3% | +13.7% | -28.0% | -20.1% |
| 3M | -32.8% | +13.8% | -46.6% | -37.6% |
| 6M | -49.8% | +29.7% | -79.5% | -57.1% |
| YTD | -40.2% | -12.6% | -27.6% | -36.7% |
| 1Y | -52.7% | -12.4% | -40.3% | -50.1% |
| 3Y | -57.9% | +14.1% | -72.0% | -64.1% |
| 5Y | -92.9% | +18.7% | -111.5% | -94.2% |
| All | -53.8% | +61.9% | -115.7% | -69.6% |
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 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