-42.6%
NIO vs BUD
+2.8%
-45.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.2% |
| 7D | -6.7% | +0.8% | -7.4% | -7.1% |
| 30D | -20.0% | -4.8% | -15.2% | -17.6% |
| 3M | -30.5% | +1.4% | -31.8% | -31.7% |
| 6M | -20.7% | +9.9% | -30.6% | -26.5% |
| YTD | -25.7% | +26.3% | -52.0% | -37.5% |
| 1Y | -38.6% | +36.1% | -74.7% | -51.0% |
| 3Y | -62.3% | +48.6% | -110.8% | -72.4% |
| 5Y | -90.1% | +45.0% | -135.1% | -92.6% |
| All | -42.6% | +2.8% | -45.4% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling