-53.9%
NIO vs IRE
-97.6%
+43.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -23.2% | +26.7% | +4.6% |
| 7D | -0.6% | -46.8% | +46.2% | +2.0% |
| 30D | -3.5% | -75.5% | +72.0% | +2.4% |
| 3M | -30.7% | -79.4% | +48.7% | -26.4% |
| 6M | -45.6% | -91.3% | +45.6% | -41.1% |
| YTD | -35.3% | -90.8% | +55.5% | -33.9% |
| 1Y | -53.9% | -97.7% | +43.8% | -49.2% |
| All | -53.9% | -97.6% | +43.6% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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