+22.9%
ITW vs NIO
-54.1%
+77.0%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.4% | -1.1% | +2.3% |
| 7D | +6.3% | -0.6% | +6.9% | +6.3% |
| 30D | +11.1% | -3.5% | +14.6% | +11.1% |
| 3M | +0.1% | -30.7% | +30.8% | +0.7% |
| 6M | +18.1% | -45.6% | +63.7% | +19.4% |
| YTD | +21.4% | -35.3% | +56.7% | +21.5% |
| 1Y | +22.9% | -53.9% | +76.8% | +23.0% |
| All | +22.9% | -54.1% | +77.0% | +23.0% |
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 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