+151.0%
IGV vs NIO
-43.2%
+194.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.5% |
| 7D | -0.4% | +6.9% | -7.3% | -1.1% |
| 30D | -9.9% | -4.7% | -5.2% | -9.5% |
| 3M | -1.2% | -28.1% | +26.9% | +2.1% |
| 6M | +11.3% | -41.7% | +53.0% | +17.2% |
| YTD | -4.0% | -33.1% | +29.2% | -0.9% |
| 1Y | -7.3% | -50.3% | +43.0% | -1.5% |
| 3Y | +42.8% | -54.4% | +97.1% | +46.1% |
| 5Y | +13.7% | -91.6% | +105.3% | +30.3% |
| All | +151.0% | -43.2% | +194.2% | +144.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling