+108.3%
IJH vs NIO
-36.8%
+145.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.6% |
| 7D | +1.0% | -6.7% | +7.7% | +1.6% |
| 30D | -3.1% | -20.0% | +16.9% | -1.4% |
| 3M | +1.9% | -30.5% | +32.4% | +4.9% |
| 6M | +11.0% | -20.7% | +31.7% | +12.5% |
| YTD | +14.7% | -25.7% | +40.4% | +16.7% |
| 1Y | +15.6% | -38.6% | +54.2% | +18.9% |
| 3Y | +52.5% | -62.3% | +114.8% | +57.8% |
| 5Y | +49.1% | -90.1% | +139.1% | +63.2% |
| All | +108.3% | -36.8% | +145.1% | +89.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling