+569.2%
IBKR vs NIO
-38.3%
+607.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.5% |
| 7D | +1.3% | -4.1% | +5.4% | +1.7% |
| 30D | -0.3% | -23.2% | +22.9% | +2.3% |
| 3M | +4.7% | -29.9% | +34.6% | +8.3% |
| 6M | +34.0% | -25.1% | +59.1% | +37.2% |
| YTD | +40.8% | -27.5% | +68.3% | +44.4% |
| 1Y | +45.7% | -41.1% | +86.8% | +51.9% |
| 3Y | +288.4% | -63.1% | +351.5% | +306.5% |
| 5Y | +487.2% | -90.4% | +577.5% | +559.6% |
| All | +569.2% | -38.3% | +607.6% | +507.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling