-8.6%
MCD vs NIO
-53.2%
+44.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.9% | +5.4% | -0.4% |
| 7D | -1.6% | -4.7% | +3.1% | -1.6% |
| 30D | +16.0% | -14.3% | +30.4% | +16.0% |
| 3M | 0.0% | -32.8% | +32.8% | -0.1% |
| 6M | +0.9% | -49.8% | +50.8% | +1.0% |
| YTD | -8.7% | -40.2% | +31.5% | -8.7% |
| 1Y | -8.6% | -52.7% | +44.2% | -8.4% |
| All | -8.6% | -53.2% | +44.7% | -8.4% |
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