+34.7%
MAS vs NIO
-56.1%
+90.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.0% | -0.4% | -3.4% |
| 7D | +4.6% | -3.6% | +8.2% | +4.6% |
| 30D | +19.9% | -8.0% | +27.9% | +20.1% |
| 3M | +8.9% | -31.2% | +40.1% | +9.3% |
| 6M | +20.2% | -45.8% | +65.9% | +21.3% |
| YTD | +33.9% | -37.3% | +71.1% | +33.5% |
| 1Y | +34.7% | -56.1% | +90.8% | +35.1% |
| All | +34.7% | -56.1% | +90.8% | +35.1% |
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