+23.0%
QQQM vs NIO
-36.7%
+59.8%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | +0.5% |
| 7D | -0.6% | -2.9% | +2.3% | -0.3% |
| 30D | -1.2% | -18.7% | +17.5% | +1.1% |
| 3M | -0.1% | -29.4% | +29.3% | +3.7% |
| 6M | +18.0% | -32.5% | +50.5% | +22.4% |
| YTD | +16.7% | -27.6% | +44.3% | +20.0% |
| 1Y | +23.0% | -39.2% | +62.3% | +32.8% |
| All | +23.0% | -36.7% | +59.8% | +32.8% |
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