-92.2%
NIO vs IBN
+68.5%
-160.7%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.2% | +1.8% | +2.9% |
| 7D | +5.6% | +15.1% | -9.5% | -4.6% |
| 30D | -4.2% | +21.6% | -25.9% | -17.1% |
| 3M | -26.3% | +11.2% | -37.5% | -32.0% |
| 6M | -42.5% | +27.8% | -70.3% | -52.6% |
| YTD | -33.5% | +14.7% | -48.2% | -40.7% |
| 1Y | -52.7% | +14.4% | -67.1% | -57.8% |
| 3Y | -57.5% | +52.1% | -109.6% | -73.6% |
| All | -92.2% | +68.5% | -160.7% | -96.1% |
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