+57.8%
IJH vs NIO
-60.1%
+117.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | +0.3% |
| 7D | +2.3% | -14.5% | +16.7% | +3.5% |
| 30D | +2.1% | -15.0% | +17.0% | +3.3% |
| 3M | -5.7% | -35.6% | +29.9% | -2.6% |
| 6M | +1.4% | -55.7% | +57.1% | +7.4% |
| YTD | +12.6% | -43.1% | +55.8% | +16.6% |
| 1Y | +16.1% | -53.5% | +69.6% | +21.9% |
| 3Y | +57.8% | -59.8% | +117.7% | +62.5% |
| All | +57.8% | -60.1% | +117.9% | +62.5% |
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