-29.0%
IBIT vs NIO
-37.2%
+8.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.9% | -2.2% |
| 7D | +3.0% | -13.0% | +16.1% | +5.1% |
| 30D | +23.1% | -18.3% | +41.4% | +26.6% |
| 3M | +25.6% | -33.2% | +58.8% | +32.9% |
| 6M | +9.1% | -21.5% | +30.6% | +11.7% |
| YTD | -8.9% | -25.5% | +16.6% | -6.1% |
| All | -29.0% | -37.2% | +8.2% | -21.0% |
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