-53.5%
NIO vs ITOT
+12.1%
-65.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.5% |
| 7D | -14.5% | +2.5% | -16.9% | -16.8% |
| 30D | -15.0% | -1.7% | -13.3% | -13.3% |
| 3M | -35.6% | -3.4% | -32.2% | -32.9% |
| 6M | -55.7% | +2.1% | -57.8% | -56.7% |
| YTD | -43.1% | +11.5% | -54.6% | -53.0% |
| 1Y | -53.5% | +13.6% | -67.1% | -62.9% |
| All | -53.5% | +12.1% | -65.7% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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