-7.1%
IAU vs NIO
-55.0%
+47.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +5.0% | +0.5% |
| 7D | -4.6% | -14.5% | +9.9% | -3.4% |
| 30D | -5.4% | -15.0% | +9.5% | -4.3% |
| 3M | -10.9% | -35.6% | +24.7% | -8.3% |
| 6M | -17.4% | -55.7% | +38.3% | -13.0% |
| YTD | -10.2% | -43.1% | +32.9% | -7.6% |
| 1Y | -7.1% | -53.5% | +46.5% | -3.1% |
| All | -7.1% | -55.0% | +47.9% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 1y: compounded portfolio wealth divided by compounded NIO 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…
1y analysis · Full analysis span regression · 6 months rolling