+23.7%
MAR vs NIO
-37.4%
+61.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.3% |
| 7D | -1.7% | -6.7% | +4.9% | -1.4% |
| 30D | -6.9% | -20.0% | +13.1% | -6.1% |
| 3M | -15.8% | -30.5% | +14.6% | -14.6% |
| 6M | +1.9% | -20.7% | +22.7% | +2.9% |
| YTD | +6.6% | -25.7% | +32.3% | +7.5% |
| 1Y | +23.7% | -38.6% | +62.2% | +25.3% |
| All | +23.7% | -37.4% | +61.0% | +25.3% |
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