+58.2%
QQQI vs NIO
-38.4%
+96.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.1% | -0.1% |
| 7D | +0.8% | -4.1% | +5.0% | +1.1% |
| 30D | +0.2% | -23.2% | +23.4% | +1.9% |
| 3M | +2.3% | -29.9% | +32.3% | +4.7% |
| 6M | +11.6% | -25.1% | +36.7% | +13.4% |
| YTD | +11.3% | -27.5% | +38.8% | +13.2% |
| 1Y | +17.4% | -41.1% | +58.5% | +20.7% |
| All | +58.2% | -38.4% | +96.7% | +54.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling