+19.8%
MA vs NIO
-55.0%
+74.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.9% | +6.2% | +1.4% |
| 7D | +1.3% | -14.5% | +15.8% | +1.6% |
| 30D | +9.6% | -15.0% | +24.6% | +9.9% |
| 3M | +16.8% | -35.6% | +52.3% | +17.1% |
| 6M | +35.2% | -55.7% | +90.8% | +36.3% |
| YTD | +16.6% | -43.1% | +59.7% | +17.6% |
| 1Y | +19.8% | -53.5% | +73.3% | +22.0% |
| All | +19.8% | -55.0% | +74.7% | +22.0% |
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