+67.4%
IOT vs NIO
-90.8%
+158.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +5.0% | +1.4% |
| 7D | +0.9% | -14.5% | +15.4% | +5.3% |
| 30D | +1.4% | -15.0% | +16.3% | +5.9% |
| 3M | +0.5% | -35.6% | +36.1% | +12.9% |
| 6M | +50.3% | -55.7% | +105.9% | +85.7% |
| YTD | +16.7% | -43.1% | +59.8% | +31.2% |
| 1Y | +6.8% | -53.5% | +60.3% | +27.1% |
| 3Y | +75.5% | -59.8% | +135.3% | +89.2% |
| All | +67.4% | -90.8% | +158.2% | +202.0% |
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