+94.4%
QQQ vs NIO
-90.3%
+184.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +1.5% | -6.7% | +8.2% | +2.4% |
| 30D | -0.6% | -20.0% | +19.4% | +2.3% |
| 3M | +0.4% | -30.5% | +30.9% | +5.2% |
| 6M | +20.1% | -20.7% | +40.8% | +22.7% |
| YTD | +17.2% | -25.7% | +42.9% | +20.5% |
| 1Y | +24.7% | -38.6% | +63.3% | +30.7% |
| 3Y | +96.2% | -62.3% | +158.4% | +109.1% |
| 5Y | +94.4% | -90.1% | +184.5% | +139.2% |
| All | +94.4% | -90.3% | +184.7% | +139.2% |
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