+39.9%
IQV vs NIO
-37.6%
+77.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.4% | 0.0% |
| 7D | -5.3% | -7.3% | +2.0% | -5.5% |
| 30D | +5.5% | -22.5% | +28.0% | +4.7% |
| 3M | +41.2% | -30.9% | +72.1% | +39.5% |
| 6M | +50.5% | -37.2% | +87.7% | +48.2% |
| YTD | +14.1% | -29.8% | +44.0% | +13.9% |
| 1Y | +39.9% | -37.4% | +77.3% | +42.5% |
| All | +39.9% | -37.6% | +77.6% | +42.5% |
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