+35.1%
IBB vs NIO
-54.3%
+89.4%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.9% | -4.2% | +1.1% |
| 7D | -1.8% | +5.6% | -7.4% | -2.3% |
| 30D | +5.1% | -4.2% | +9.3% | +5.3% |
| 3M | +10.7% | -26.3% | +37.0% | +13.3% |
| 6M | +22.9% | -42.5% | +65.4% | +28.0% |
| YTD | +26.7% | -33.5% | +60.2% | +29.9% |
| 1Y | +35.1% | -52.7% | +87.8% | +44.9% |
| All | +35.1% | -54.3% | +89.4% | +44.9% |
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