+31.5%
Q vs NIO
-53.4%
+84.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.6% | +2.6% |
| 7D | +6.6% | -1.8% | +8.4% | +7.0% |
| 30D | +2.7% | -6.6% | +9.4% | +4.2% |
| 3M | -8.4% | -29.9% | +21.5% | -1.9% |
| 6M | -17.3% | -46.6% | +29.3% | -6.6% |
| YTD | +55.3% | -36.5% | +91.8% | +65.9% |
| 1Y | +31.5% | -51.1% | +82.6% | +54.9% |
| All | +31.5% | -53.4% | +84.8% | +54.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling