+3.6%
ITW vs NIO
-37.6%
+41.2%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +0.5% |
| 7D | -2.4% | -7.3% | +4.9% | -2.3% |
| 30D | -9.5% | -22.5% | +13.0% | -9.3% |
| 3M | +6.6% | -30.9% | +37.5% | +7.1% |
| 6M | -1.8% | -37.2% | +35.4% | -1.4% |
| YTD | +9.0% | -29.8% | +38.8% | +9.2% |
| 1Y | +3.6% | -37.4% | +41.0% | +4.2% |
| All | +3.6% | -37.6% | +41.2% | +4.2% |
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