+9.1%
EQT vs NIO
-38.6%
+47.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.8% | +0.7% |
| 7D | -1.2% | -7.3% | +6.1% | -0.9% |
| 30D | +1.1% | -22.5% | +23.6% | +2.0% |
| 3M | +4.8% | -30.9% | +35.7% | +6.2% |
| 6M | -10.6% | -37.2% | +26.6% | -8.9% |
| YTD | +3.4% | -29.8% | +33.2% | +3.8% |
| All | +9.1% | -38.6% | +47.7% | +14.5% |
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