-53.9%
NIO vs QSR
+23.8%
-77.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.5% | -2.0% | +4.0% |
| 7D | -0.6% | +5.2% | -5.8% | -0.1% |
| 30D | -3.5% | +12.2% | -15.7% | -1.9% |
| 3M | -30.7% | +7.0% | -37.7% | -29.7% |
| 6M | -45.6% | -0.3% | -45.3% | -44.8% |
| YTD | -35.3% | +18.0% | -53.3% | -34.3% |
| 1Y | -53.9% | +22.6% | -76.5% | -54.3% |
| All | -53.9% | +23.8% | -77.7% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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