+24.6%
IOT vs NIO
-65.5%
+90.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | -0.2% |
| 7D | -0.8% | -7.3% | +6.5% | +0.1% |
| 30D | -4.7% | -22.5% | +17.8% | -1.8% |
| 3M | +17.8% | -30.9% | +48.7% | +22.8% |
| 6M | +16.8% | -37.2% | +54.0% | +22.3% |
| YTD | +8.4% | -29.8% | +38.2% | +11.5% |
| 1Y | -0.8% | -37.4% | +36.6% | +3.4% |
| All | +24.6% | -65.5% | +90.1% | +35.3% |
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