+50.1%
IEFA vs NIO
-90.7%
+140.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | -0.6% |
| 7D | -2.4% | -7.3% | +4.8% | -1.7% |
| 30D | -2.1% | -22.5% | +20.4% | +0.3% |
| 3M | +5.5% | -30.9% | +36.4% | +9.3% |
| 6M | +8.1% | -37.2% | +45.3% | +12.6% |
| YTD | +11.9% | -29.8% | +41.7% | +15.0% |
| 1Y | +18.1% | -37.4% | +55.5% | +22.0% |
| 3Y | +65.5% | -64.3% | +129.8% | +74.1% |
| 5Y | +50.1% | -90.6% | +140.6% | +69.3% |
| All | +50.1% | -90.7% | +140.8% | +69.3% |
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