-20.7%
IBIT vs NIO
-54.1%
+33.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.4% | -0.5% | +2.4% |
| 7D | -1.8% | -0.6% | -1.2% | -1.7% |
| 30D | -6.7% | -3.5% | -3.1% | -6.2% |
| 3M | +24.6% | -30.7% | +55.2% | +30.6% |
| 6M | -0.2% | -45.6% | +45.5% | +7.9% |
| YTD | -8.7% | -35.3% | +26.6% | -3.3% |
| 1Y | -20.7% | -53.9% | +33.2% | -1.6% |
| All | -20.7% | -54.1% | +33.4% | -1.6% |
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