+134.2%
EQT vs NIO
-36.8%
+171.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -0.8% | -6.7% | +5.8% | -0.3% |
| 30D | +6.6% | -20.0% | +26.7% | +8.6% |
| 3M | +4.4% | -30.5% | +34.8% | +7.5% |
| 6M | -10.5% | -20.7% | +10.2% | -9.4% |
| YTD | +3.7% | -25.7% | +29.4% | +5.5% |
| 1Y | +9.9% | -38.6% | +48.4% | +13.1% |
| 3Y | +35.4% | -62.3% | +97.6% | +40.3% |
| 5Y | +189.2% | -90.1% | +279.2% | +221.0% |
| All | +134.2% | -36.8% | +171.0% | +108.3% |
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