-38.0%
NIO vs QSR
+33.2%
-71.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.4% | -1.6% |
| 7D | -13.0% | +2.4% | -15.5% | -12.6% |
| 30D | -18.3% | +7.6% | -25.9% | -16.9% |
| 3M | -33.2% | +12.6% | -45.8% | -31.2% |
| 6M | -21.5% | +14.4% | -35.9% | -19.3% |
| YTD | -25.5% | +19.6% | -45.1% | -22.7% |
| 1Y | -38.0% | +33.9% | -71.9% | -31.7% |
| All | -38.0% | +33.2% | -71.2% | -31.7% |
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