-53.5%
NIO vs IAG
+19.6%
-73.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.1% | -6.0% | -5.1% |
| 7D | -14.5% | -7.7% | -6.8% | -13.5% |
| 30D | -15.0% | +1.6% | -16.5% | -15.1% |
| 3M | -35.6% | -2.4% | -33.1% | -35.5% |
| 6M | -55.7% | -7.8% | -47.8% | -55.4% |
| YTD | -43.1% | +5.0% | -48.2% | -44.3% |
| 1Y | -53.5% | +25.7% | -79.2% | -58.5% |
| All | -53.5% | +19.6% | -73.1% | -58.5% |
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