-48.3%
NIO vs IBN
+300.6%
-348.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.3% |
| 7D | +6.9% | +14.6% | -7.7% | -0.6% |
| 30D | -4.7% | +23.5% | -28.3% | -15.0% |
| 3M | -28.1% | +14.0% | -42.1% | -33.0% |
| 6M | -41.7% | +31.1% | -72.8% | -50.0% |
| YTD | -33.1% | +16.6% | -49.7% | -39.0% |
| 1Y | -50.3% | +14.9% | -65.2% | -54.4% |
| 3Y | -54.4% | +56.9% | -111.2% | -65.7% |
| 5Y | -91.6% | +69.7% | -161.3% | -93.9% |
| All | -48.3% | +300.6% | -348.9% | -79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling