+54.9%
IQV vs NIO
-49.2%
+104.0%
-10.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.9% | +4.6% | -0.9% |
| 7D | +2.4% | -4.7% | +7.0% | +2.7% |
| 30D | +4.0% | -14.3% | +18.3% | +4.4% |
| 3M | +12.2% | -32.8% | +45.0% | +12.5% |
| 6M | +54.9% | -49.8% | +104.7% | +53.5% |
| All | +54.9% | -49.2% | +104.0% | +53.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling