+105.3%
IQV vs NIO
-38.3%
+143.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.7% |
| 7D | -2.6% | -4.1% | +1.5% | -2.3% |
| 30D | +6.2% | -23.2% | +29.4% | +8.5% |
| 3M | +38.0% | -29.9% | +67.9% | +41.9% |
| 6M | +43.9% | -25.1% | +69.0% | +46.3% |
| YTD | +14.0% | -27.5% | +41.5% | +15.9% |
| 1Y | +35.5% | -41.1% | +76.6% | +39.7% |
| 3Y | +20.3% | -63.1% | +83.5% | +24.5% |
| 5Y | -1.6% | -90.4% | +88.7% | +7.0% |
| All | +105.3% | -38.3% | +143.7% | +89.4% |
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