-43.9%
NIO vs IBN
+237.5%
-281.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.6% | -1.5% |
| 7D | -4.1% | -5.1% | +1.0% | -1.5% |
| 30D | -23.2% | -3.5% | -19.7% | -21.8% |
| 3M | -29.9% | +11.3% | -41.2% | -34.1% |
| 6M | -25.1% | +4.4% | -29.5% | -27.3% |
| YTD | -27.5% | -1.8% | -25.6% | -27.4% |
| 1Y | -41.1% | -8.0% | -33.1% | -39.3% |
| 3Y | -63.1% | +27.1% | -90.2% | -68.8% |
| 5Y | -90.4% | +54.5% | -144.9% | -92.6% |
| All | -43.9% | +237.5% | -281.4% | -75.2% |
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