+7.6%
IRM vs NIO
-51.4%
+59.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.9% | -5.0% | -0.2% |
| 7D | -8.6% | +5.6% | -14.2% | -9.5% |
| 30D | -8.0% | -4.2% | -3.7% | -7.3% |
| 3M | -12.0% | -26.3% | +14.3% | -7.6% |
| 6M | -18.2% | -42.5% | +24.4% | -10.3% |
| YTD | +31.4% | -33.5% | +64.9% | +37.7% |
| All | +7.6% | -51.4% | +59.0% | +24.6% |
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