+284.6%
IBKR vs NIO
-65.5%
+350.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.3% | -0.6% |
| 7D | -3.8% | -7.3% | +3.5% | -3.0% |
| 30D | -0.3% | -22.5% | +22.2% | +2.6% |
| 3M | +4.8% | -30.9% | +35.7% | +9.1% |
| 6M | +30.8% | -37.2% | +68.0% | +37.1% |
| YTD | +39.5% | -29.8% | +69.3% | +44.2% |
| 1Y | +43.7% | -37.4% | +81.1% | +50.2% |
| All | +284.6% | -65.5% | +350.2% | +304.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling