+86.1%
IOVA vs NIO
-59.9%
+146.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +5.9% | -2.1% | +2.4% |
| 7D | -5.2% | +5.6% | -10.8% | -6.4% |
| 30D | -37.8% | -4.2% | -33.5% | -37.0% |
| 3M | +29.5% | -26.3% | +55.8% | +39.0% |
| 6M | +96.6% | -42.5% | +139.1% | +123.3% |
| YTD | +194.5% | -33.5% | +228.0% | +215.0% |
| 1Y | +248.1% | -52.7% | +300.7% | +309.6% |
| 3Y | +86.1% | -57.5% | +143.6% | +148.7% |
| All | +86.1% | -59.9% | +146.0% | +148.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling