-80.7%
QID vs NIO
-90.7%
+10.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.8% |
| 7D | -0.6% | -13.0% | +12.4% | -4.2% |
| 30D | 0.0% | -18.3% | +18.3% | -5.0% |
| 3M | +3.7% | -33.2% | +36.9% | -6.1% |
| 6M | -29.9% | -21.5% | -8.4% | -32.6% |
| YTD | -28.8% | -25.5% | -3.3% | -32.2% |
| 1Y | -37.2% | -38.0% | +0.8% | -42.1% |
| 3Y | -73.7% | -65.5% | -8.3% | -77.5% |
| All | -80.7% | -90.7% | +10.0% | -85.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling