+116.6%
IQV vs NIO
-49.2%
+165.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.9% | +4.6% | -0.8% |
| 7D | +2.4% | -4.7% | +7.0% | +2.8% |
| 30D | +4.0% | -14.3% | +18.3% | +5.3% |
| 3M | +12.2% | -32.8% | +45.0% | +15.8% |
| 6M | +54.9% | -49.8% | +104.7% | +63.4% |
| YTD | +20.3% | -40.2% | +60.5% | +24.2% |
| 1Y | +22.7% | -52.7% | +75.5% | +29.2% |
| 3Y | +38.3% | -57.9% | +96.2% | +41.7% |
| 5Y | +6.5% | -92.9% | +99.3% | +18.5% |
| All | +116.6% | -49.2% | +165.8% | +102.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling