-38.6%
NIO vs IBN
-6.3%
-32.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.3% | +0.1% |
| 7D | -6.7% | -2.2% | -4.5% | -6.4% |
| 30D | -20.0% | -2.3% | -17.8% | -19.8% |
| 3M | -30.5% | +15.9% | -46.3% | -32.2% |
| 6M | -20.7% | +5.6% | -26.3% | -22.4% |
| YTD | -25.7% | -0.1% | -25.6% | -26.5% |
| 1Y | -38.6% | -6.5% | -32.0% | -38.0% |
| All | -38.6% | -6.3% | -32.3% | -38.0% |
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