+378.0%
IOVA vs NIO
-54.1%
+432.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.4% | -4.9% | -1.7% |
| 7D | -41.3% | -0.6% | -40.7% | -41.2% |
| 30D | -38.5% | -3.5% | -35.0% | -38.3% |
| 3M | +99.5% | -30.7% | +130.2% | +105.7% |
| 6M | +126.0% | -45.6% | +171.6% | +140.7% |
| YTD | +218.7% | -35.3% | +254.0% | +226.3% |
| 1Y | +378.0% | -53.9% | +431.9% | +636.6% |
| All | +378.0% | -54.1% | +432.1% | +636.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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