+108.3%
IONQ vs NIO
-64.6%
+172.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.8% | +1.8% |
| 7D | +0.8% | -13.0% | +13.9% | +5.9% |
| 30D | -1.0% | -18.3% | +17.3% | +6.5% |
| 3M | -39.8% | -33.2% | -6.6% | -30.2% |
| 6M | +6.4% | -21.5% | +27.9% | +14.5% |
| YTD | -11.9% | -25.5% | +13.6% | -4.3% |
| 1Y | -6.2% | -38.0% | +31.9% | +8.4% |
| All | +108.3% | -64.6% | +172.9% | +163.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling