-92.9%
NIO vs BWA
+27.4%
-120.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.7% | -4.8% |
| 7D | -14.5% | +4.3% | -18.7% | -16.7% |
| 30D | -15.0% | -13.0% | -1.9% | -7.4% |
| 3M | -35.6% | -24.8% | -10.7% | -23.5% |
| 6M | -55.7% | -23.5% | -32.1% | -48.8% |
| YTD | -43.1% | +13.8% | -57.0% | -52.8% |
| 1Y | -53.5% | +13.4% | -67.0% | -61.4% |
| 3Y | -59.8% | +62.8% | -122.6% | -75.8% |
| All | -92.9% | +27.4% | -120.3% | -95.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling