+62.6%
IOT vs NIO
-88.0%
+150.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | -0.1% |
| 7D | +2.8% | -6.7% | +9.4% | +4.8% |
| 30D | -1.8% | -20.0% | +18.3% | +4.3% |
| 3M | +17.9% | -30.5% | +48.3% | +29.9% |
| 6M | +13.5% | -20.7% | +34.3% | +17.7% |
| YTD | +13.3% | -25.7% | +38.9% | +18.8% |
| 1Y | -3.3% | -38.6% | +35.3% | +5.8% |
| 3Y | +31.3% | -62.3% | +93.6% | +49.9% |
| All | +62.6% | -88.0% | +150.5% | +173.5% |
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 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