+58.6%
IBIT vs NIO
-57.2%
+115.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.6% | +1.5% |
| 7D | -6.8% | -1.8% | -5.0% | -6.6% |
| 30D | -9.9% | -6.6% | -3.2% | -9.0% |
| 3M | +17.5% | -29.9% | +47.4% | +23.1% |
| 6M | -9.1% | -46.6% | +37.5% | -1.6% |
| YTD | -14.9% | -36.5% | +21.5% | -10.7% |
| 1Y | -27.6% | -51.1% | +23.5% | -21.3% |
| All | +58.6% | -57.2% | +115.8% | +69.3% |
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