+19.9%
MA vs NIO
-52.9%
+72.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.8% | +4.3% | +0.5% |
| 7D | +1.8% | +2.8% | -1.0% | +1.8% |
| 30D | +11.8% | -8.4% | +20.2% | +11.9% |
| 3M | +17.2% | -32.0% | +49.1% | +17.3% |
| 6M | +33.4% | -43.9% | +77.3% | +33.7% |
| YTD | +16.1% | -35.7% | +51.8% | +16.9% |
| 1Y | +19.9% | -51.1% | +71.0% | +19.8% |
| All | +19.9% | -52.9% | +72.9% | +19.8% |
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