+30.7%
IEMG vs NIO
-37.6%
+68.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -1.5% |
| 7D | -0.9% | -7.3% | +6.4% | +0.4% |
| 30D | +2.1% | -22.5% | +24.6% | +6.4% |
| 3M | +4.6% | -30.9% | +35.5% | +11.0% |
| 6M | +14.0% | -37.2% | +51.2% | +22.4% |
| YTD | +22.3% | -29.8% | +52.1% | +28.9% |
| 1Y | +30.7% | -37.4% | +68.1% | +43.8% |
| All | +30.7% | -37.6% | +68.3% | +43.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling