-0.8%
IP vs NIO
-54.3%
+53.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.9% | -5.1% | +0.6% |
| 7D | -5.1% | +5.6% | -10.7% | -5.3% |
| 30D | +8.5% | -4.2% | +12.8% | +8.6% |
| 3M | -13.8% | -26.3% | +12.5% | -13.4% |
| 6M | +5.7% | -42.5% | +48.3% | +7.0% |
| YTD | -9.1% | -33.5% | +24.4% | -7.9% |
| 1Y | -0.8% | -52.7% | +51.8% | +3.9% |
| All | -0.8% | -54.3% | +53.4% | +3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling