-23.1%
QID vs NIO
-55.0%
+31.8%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.9% | +7.5% | +1.4% |
| 7D | -7.1% | -14.5% | +7.3% | -10.6% |
| 30D | +12.6% | -15.0% | +27.6% | +8.7% |
| 3M | +14.2% | -35.6% | +49.8% | +4.3% |
| 6M | +6.2% | -55.7% | +61.8% | -9.3% |
| YTD | -21.8% | -43.1% | +21.3% | -29.5% |
| 1Y | -23.1% | -53.5% | +30.4% | -34.0% |
| All | -23.1% | -55.0% | +31.8% | -34.0% |
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