-90.6%
NIO vs IBN
+61.6%
-152.2%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.8% | -1.0% |
| 7D | -13.0% | +1.4% | -14.4% | -14.0% |
| 30D | -18.3% | -0.3% | -18.0% | -18.2% |
| 3M | -33.2% | +17.1% | -50.3% | -41.0% |
| 6M | -21.5% | +3.4% | -24.9% | -24.0% |
| YTD | -25.5% | +2.5% | -28.0% | -27.8% |
| 1Y | -38.0% | -4.2% | -33.8% | -37.2% |
| 3Y | -65.5% | +32.4% | -97.8% | -75.6% |
| All | -90.6% | +61.6% | -152.2% | -94.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling