-42.4%
NIO vs BUD
+3.6%
-46.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.7% | -1.7% |
| 7D | -13.0% | +0.3% | -13.3% | -13.2% |
| 30D | -18.3% | -5.7% | -12.6% | -15.3% |
| 3M | -33.2% | +3.1% | -36.3% | -35.1% |
| 6M | -21.5% | +7.9% | -29.4% | -26.3% |
| YTD | -25.5% | +27.3% | -52.8% | -37.7% |
| 1Y | -38.0% | +37.8% | -75.8% | -51.0% |
| 3Y | -65.5% | +49.8% | -115.3% | -74.9% |
| 5Y | -90.6% | +43.8% | -134.4% | -93.0% |
| All | -42.4% | +3.6% | -46.0% | -35.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling