-51.1%
NIO vs IRE
-97.4%
+46.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +12.1% | -13.3% | -1.8% |
| 7D | -1.8% | -15.1% | +13.3% | -1.8% |
| 30D | -6.6% | -71.4% | +64.7% | -2.5% |
| 3M | -29.9% | -81.2% | +51.3% | -25.9% |
| 6M | -46.6% | -93.7% | +47.1% | -41.4% |
| YTD | -36.5% | -92.2% | +55.7% | -34.9% |
| 1Y | -51.1% | -97.3% | +46.1% | -46.8% |
| All | -51.1% | -97.4% | +46.3% | -46.8% |
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