-37.4%
NIO vs QSR
+28.0%
-65.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.6% | -3.4% |
| 7D | -7.3% | -4.7% | -2.6% | -8.1% |
| 30D | -22.5% | +4.3% | -26.8% | -21.7% |
| 3M | -30.9% | +5.4% | -36.3% | -29.9% |
| 6M | -37.2% | +8.2% | -45.3% | -36.3% |
| YTD | -29.8% | +14.1% | -43.9% | -28.3% |
| 1Y | -37.4% | +28.1% | -65.5% | -34.0% |
| All | -37.4% | +28.0% | -65.4% | -34.0% |
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