+22.6%
QQQ vs NIO
-37.6%
+60.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.2% | -0.7% |
| 7D | -1.3% | -7.3% | +6.0% | -0.4% |
| 30D | -1.4% | -22.5% | +21.2% | +1.4% |
| 3M | +2.3% | -30.9% | +33.2% | +6.4% |
| 6M | +16.9% | -37.2% | +54.1% | +22.2% |
| YTD | +15.6% | -29.8% | +45.4% | +19.4% |
| 1Y | +22.6% | -37.4% | +60.0% | +32.9% |
| All | +22.6% | -37.6% | +60.3% | +32.9% |
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