-14.9%
INFQ vs NIO
-25.3%
+10.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.6% | -1.6% |
| 7D | +4.8% | -4.1% | +9.0% | +7.3% |
| 30D | +13.4% | -23.2% | +36.7% | +31.3% |
| 3M | -3.3% | -29.9% | +26.6% | +17.5% |
| 6M | +13.7% | -25.1% | +38.8% | +35.6% |
| All | -14.9% | -25.3% | +10.3% | +1.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling