+88.7%
IBB vs NIO
-45.3%
+134.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.8% | +2.7% | -0.8% |
| 7D | +0.8% | +2.8% | -2.0% | +0.6% |
| 30D | +5.2% | -8.4% | +13.6% | +6.0% |
| 3M | +8.6% | -32.0% | +40.5% | +12.2% |
| 6M | +27.8% | -43.9% | +71.8% | +33.9% |
| YTD | +28.8% | -35.7% | +64.5% | +32.8% |
| 1Y | +36.4% | -51.1% | +87.5% | +43.8% |
| 3Y | +89.3% | -54.7% | +144.0% | +93.6% |
| 5Y | +43.3% | -91.7% | +135.0% | +59.9% |
| All | +88.7% | -45.3% | +134.0% | +85.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling