+55.6%
IOT vs NIO
-88.6%
+144.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | +0.4% |
| 7D | -0.8% | -7.3% | +6.5% | +1.3% |
| 30D | -4.7% | -22.5% | +17.8% | +2.2% |
| 3M | +17.8% | -30.9% | +48.7% | +30.1% |
| 6M | +16.8% | -37.2% | +54.0% | +30.2% |
| YTD | +8.4% | -29.8% | +38.2% | +15.5% |
| 1Y | -0.8% | -37.4% | +36.6% | +8.1% |
| 3Y | +25.7% | -64.3% | +90.1% | +45.8% |
| All | +55.6% | -88.6% | +144.3% | +166.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling