+69.8%
IBIT vs NIO
-49.8%
+119.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.9% | -2.2% |
| 7D | +3.0% | -13.0% | +16.1% | +4.9% |
| 30D | +23.1% | -18.3% | +41.4% | +26.3% |
| 3M | +25.6% | -33.2% | +58.8% | +32.3% |
| 6M | +9.1% | -21.5% | +30.6% | +11.8% |
| YTD | -8.9% | -25.5% | +16.6% | -6.3% |
| 1Y | -27.5% | -38.0% | +10.6% | -23.7% |
| All | +69.8% | -49.8% | +119.6% | +77.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling