-49.2%
NIO vs IBN
+14.7%
-63.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.1% |
| 7D | +6.9% | +14.6% | -7.7% | +2.5% |
| 30D | -4.7% | +23.5% | -28.3% | -10.7% |
| 3M | -28.1% | +14.0% | -42.1% | -31.1% |
| 6M | -41.7% | +31.1% | -72.8% | -46.5% |
| YTD | -33.1% | +16.6% | -49.7% | -35.8% |
| All | -49.2% | +14.7% | -63.9% | -51.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling