-53.9%
NIO vs IAG
+56.5%
-110.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +10.2% | -6.8% | +2.3% |
| 7D | -0.6% | +1.1% | -1.7% | -0.8% |
| 30D | -3.5% | -5.3% | +1.8% | -3.2% |
| 3M | -30.7% | +18.0% | -48.7% | -31.8% |
| 6M | -45.6% | +7.1% | -52.7% | -46.3% |
| YTD | -35.3% | +5.9% | -41.2% | -36.6% |
| 1Y | -53.9% | +59.4% | -113.3% | -61.0% |
| All | -53.9% | +56.5% | -110.5% | -61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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