+84.8%
IEMG vs NIO
-64.4%
+149.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.8% | -0.2% |
| 7D | +1.6% | -4.1% | +5.8% | +2.1% |
| 30D | +4.6% | -23.2% | +27.9% | +8.1% |
| 3M | +4.8% | -29.9% | +34.8% | +9.4% |
| 6M | +16.8% | -25.1% | +41.9% | +20.5% |
| YTD | +24.8% | -27.5% | +52.3% | +29.0% |
| 1Y | +34.3% | -41.1% | +75.4% | +41.5% |
| All | +84.8% | -64.4% | +149.2% | +94.3% |
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 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