+61.0%
IBIT vs NIO
-55.2%
+116.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.9% | -6.3% | -1.2% |
| 7D | -1.1% | +5.6% | -6.7% | -1.9% |
| 30D | -9.2% | -4.2% | -4.9% | -8.7% |
| 3M | +17.5% | -26.3% | +43.8% | +22.2% |
| 6M | -7.2% | -42.5% | +35.4% | -0.5% |
| YTD | -13.6% | -33.5% | +19.9% | -9.9% |
| 1Y | -25.1% | -52.7% | +27.5% | -18.3% |
| All | +61.0% | -55.2% | +116.2% | +70.8% |
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