+25.9%
IWM vs NIO
-92.1%
+117.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.1% |
| 7D | -0.3% | -1.8% | +1.5% | -0.1% |
| 30D | +1.9% | -6.6% | +8.5% | +2.8% |
| 3M | -5.7% | -29.9% | +24.2% | -1.3% |
| 6M | -0.3% | -46.6% | +46.3% | +7.9% |
| YTD | +15.8% | -36.5% | +52.3% | +21.4% |
| 1Y | +17.1% | -51.1% | +68.2% | +27.0% |
| 3Y | +73.1% | -55.2% | +128.3% | +79.4% |
| 5Y | +25.9% | -92.3% | +118.2% | +56.8% |
| All | +25.9% | -92.1% | +117.9% | +56.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling