+19.4%
MA vs NIO
-51.1%
+70.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.5% |
| 7D | -0.3% | +6.9% | -7.2% | -0.5% |
| 30D | +11.3% | -4.7% | +16.1% | +11.3% |
| 3M | +16.7% | -28.1% | +44.7% | +16.7% |
| 6M | +32.8% | -41.7% | +74.5% | +33.0% |
| YTD | +15.6% | -33.1% | +48.8% | +16.3% |
| All | +19.4% | -51.1% | +70.4% | +19.2% |
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 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