-50.3%
NIO vs BUD
+10.9%
-61.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.9% | -4.5% |
| 7D | +2.8% | +6.0% | -3.2% | -1.0% |
| 30D | -8.4% | +11.3% | -19.7% | -14.9% |
| 3M | -32.0% | +3.6% | -35.5% | -34.0% |
| 6M | -43.9% | +7.7% | -51.6% | -47.4% |
| YTD | -35.7% | +36.4% | -72.1% | -48.9% |
| 1Y | -51.1% | +37.8% | -89.0% | -61.5% |
| 3Y | -54.7% | +51.2% | -105.9% | -67.3% |
| 5Y | -91.7% | +53.4% | -145.1% | -94.1% |
| All | -50.3% | +10.9% | -61.2% | -47.1% |
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