+183.2%
MA vs NIO
-36.7%
+219.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.4% | -1.0% |
| 7D | -2.7% | -13.0% | +10.3% | -1.8% |
| 30D | +1.5% | -18.3% | +19.8% | +2.8% |
| 3M | +20.4% | -33.2% | +53.6% | +23.4% |
| 6M | +11.1% | -21.5% | +32.6% | +12.3% |
| YTD | +2.0% | -25.5% | +27.4% | +3.2% |
| 1Y | -2.2% | -38.0% | +35.9% | -0.1% |
| 3Y | +41.9% | -65.5% | +107.3% | +46.6% |
| 5Y | +75.4% | -90.6% | +165.9% | +89.4% |
| All | +183.2% | -36.7% | +219.8% | +164.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling