+103.8%
IRM vs NIO
-64.6%
+168.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +1.8% |
| 7D | -0.5% | -13.0% | +12.6% | +0.6% |
| 30D | -8.1% | -18.3% | +10.2% | -6.7% |
| 3M | -9.7% | -33.2% | +23.5% | -6.9% |
| 6M | +10.0% | -21.5% | +31.5% | +11.6% |
| YTD | +43.0% | -25.5% | +68.5% | +45.5% |
| 1Y | +32.7% | -38.0% | +70.7% | +36.2% |
| All | +103.8% | -64.6% | +168.4% | +116.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling