-32.9%
IOVA vs NIO
-36.7%
+3.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.4% |
| 7D | +9.7% | -13.0% | +22.8% | +13.0% |
| 30D | +102.5% | -18.3% | +120.8% | +111.0% |
| 3M | +100.7% | -33.2% | +133.9% | +117.8% |
| 6M | +106.3% | -21.5% | +127.8% | +112.7% |
| YTD | +222.0% | -25.5% | +247.5% | +235.1% |
| 1Y | +299.5% | -38.0% | +337.6% | +328.0% |
| 3Y | +42.9% | -65.5% | +108.4% | +63.5% |
| 5Y | -65.0% | -90.6% | +25.6% | -53.3% |
| All | -32.9% | -36.7% | +3.8% | -32.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling