+244.7%
IOVA vs NIO
-51.1%
+295.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.5% |
| 7D | +1.9% | +6.9% | -5.0% | +1.2% |
| 30D | -44.1% | -4.7% | -39.4% | -43.9% |
| 3M | +28.9% | -28.1% | +56.9% | +33.3% |
| 6M | +125.7% | -41.7% | +167.4% | +141.1% |
| YTD | +199.3% | -33.1% | +232.4% | +205.7% |
| All | +244.7% | -51.1% | +295.8% | +359.9% |
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