-51.8%
NIO vs IRE
-97.7%
+46.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -15.8% | +12.0% | -3.0% |
| 7D | +2.8% | -41.9% | +44.7% | +4.7% |
| 30D | -8.4% | -75.1% | +66.7% | -3.3% |
| 3M | -32.0% | -82.4% | +50.4% | -27.6% |
| 6M | -43.9% | -95.5% | +51.6% | -37.4% |
| YTD | -35.7% | -93.1% | +57.4% | -33.7% |
| 1Y | -51.1% | -97.8% | +46.7% | -45.9% |
| All | -51.8% | -97.7% | +46.0% | -47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling