+41.8%
IQV vs NIO
-55.4%
+97.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.1% |
| 7D | +4.1% | -1.8% | +5.9% | +4.2% |
| 30D | +4.7% | -6.6% | +11.3% | +5.2% |
| 3M | +12.6% | -29.9% | +42.5% | +15.5% |
| 6M | +58.2% | -46.6% | +104.8% | +65.4% |
| YTD | +21.8% | -36.5% | +58.3% | +24.6% |
| 1Y | +25.6% | -51.1% | +76.8% | +32.1% |
| All | +41.8% | -55.4% | +97.2% | +42.8% |
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