+93.7%
QQQM vs NIO
-64.4%
+158.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.1% |
| 7D | +1.0% | -4.1% | +5.2% | +1.3% |
| 30D | -0.6% | -23.2% | +22.6% | +1.4% |
| 3M | +1.3% | -29.9% | +31.2% | +4.1% |
| 6M | +18.2% | -25.1% | +43.3% | +20.4% |
| YTD | +16.9% | -27.5% | +44.4% | +19.2% |
| 1Y | +24.0% | -41.1% | +65.1% | +28.1% |
| All | +93.7% | -64.4% | +158.1% | +96.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling