-92.9%
NIO vs BUD
+51.6%
-144.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.1% | -6.1% | -5.7% |
| 7D | -14.5% | +1.0% | -15.5% | -15.1% |
| 30D | -15.0% | +6.7% | -21.6% | -19.2% |
| 3M | -35.6% | +5.7% | -41.3% | -38.6% |
| 6M | -55.7% | +5.8% | -61.5% | -58.2% |
| YTD | -43.1% | +34.4% | -77.5% | -56.2% |
| 1Y | -53.5% | +33.3% | -86.8% | -64.0% |
| 3Y | -59.8% | +48.8% | -108.6% | -73.1% |
| All | -92.9% | +51.6% | -144.5% | -95.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling