+33.8%
MAS vs NIO
-64.6%
+98.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.3% | +1.9% |
| 7D | -0.8% | -13.0% | +12.3% | +0.2% |
| 30D | -5.6% | -18.3% | +12.7% | -4.3% |
| 3M | +4.4% | -33.2% | +37.7% | +7.2% |
| 6M | +7.2% | -21.5% | +28.7% | +8.1% |
| YTD | +16.1% | -25.5% | +41.6% | +17.5% |
| 1Y | +0.1% | -38.0% | +38.1% | +2.3% |
| All | +33.8% | -64.6% | +98.4% | +37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling