-57.5%
NIO vs BWA
+51.7%
-109.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.7% | +3.2% | +4.6% |
| 7D | +5.6% | -5.5% | +11.1% | +8.4% |
| 30D | -4.2% | -21.7% | +17.5% | +7.6% |
| 3M | -26.3% | -25.6% | -0.7% | -15.5% |
| 6M | -42.5% | -17.4% | -25.1% | -38.2% |
| YTD | -33.5% | +9.2% | -42.7% | -41.9% |
| 1Y | -52.7% | +9.7% | -62.4% | -58.8% |
| 3Y | -57.5% | +54.6% | -112.1% | -71.9% |
| All | -57.5% | +51.7% | -109.2% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 3y: compounded portfolio wealth divided by compounded BWA 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…
3y analysis · Full analysis span regression · 6 months rolling