-1.0%
IQV vs NIO
-90.3%
+89.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.2% |
| 7D | +0.3% | -6.7% | +7.0% | +1.1% |
| 30D | +8.6% | -20.0% | +28.6% | +11.4% |
| 3M | +41.1% | -30.5% | +71.6% | +47.0% |
| 6M | +48.6% | -20.7% | +69.3% | +50.8% |
| YTD | +15.0% | -25.7% | +40.7% | +17.3% |
| 1Y | +38.1% | -38.6% | +76.7% | +43.5% |
| 3Y | +21.4% | -62.3% | +83.6% | +27.6% |
| 5Y | -1.0% | -90.1% | +89.0% | +9.9% |
| All | -1.0% | -90.3% | +89.3% | +9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling