-37.6%
IOVA vs NIO
-43.2%
+5.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.5% |
| 7D | +1.9% | +6.9% | -5.0% | +0.5% |
| 30D | -44.1% | -4.7% | -39.4% | -43.4% |
| 3M | +28.9% | -28.1% | +56.9% | +37.9% |
| 6M | +125.7% | -41.7% | +167.4% | +151.0% |
| YTD | +199.3% | -33.1% | +232.4% | +218.4% |
| 1Y | +255.2% | -50.3% | +305.5% | +303.1% |
| 3Y | +106.8% | -54.4% | +161.2% | +123.4% |
| 5Y | -67.1% | -91.6% | +24.5% | -54.9% |
| All | -37.6% | -43.2% | +5.5% | -35.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling