+84.1%
IBB vs NIO
-36.7%
+120.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.7% |
| 7D | +1.4% | -13.0% | +14.5% | +2.6% |
| 30D | +10.5% | -18.3% | +28.8% | +12.4% |
| 3M | +23.6% | -33.2% | +56.9% | +27.8% |
| 6M | +22.6% | -21.5% | +44.1% | +24.4% |
| YTD | +25.7% | -25.5% | +51.2% | +28.0% |
| 1Y | +51.4% | -38.0% | +89.4% | +55.8% |
| 3Y | +64.4% | -65.5% | +129.8% | +71.6% |
| 5Y | +22.1% | -90.6% | +112.7% | +34.7% |
| All | +84.1% | -36.7% | +120.8% | +78.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling