+312.8%
QQQ vs NIO
-38.3%
+351.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.1% |
| 7D | +1.0% | -4.1% | +5.1% | +1.4% |
| 30D | -0.6% | -23.2% | +22.6% | +1.9% |
| 3M | +1.3% | -29.9% | +31.2% | +4.7% |
| 6M | +18.1% | -25.1% | +43.2% | +20.7% |
| YTD | +16.9% | -27.5% | +44.3% | +19.6% |
| 1Y | +24.0% | -41.1% | +65.1% | +28.9% |
| 3Y | +95.6% | -63.1% | +158.8% | +104.1% |
| 5Y | +94.5% | -90.4% | +184.9% | +117.9% |
| All | +312.8% | -38.3% | +351.2% | +293.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling