-5.0%
MCD vs NIO
-54.3%
+49.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.9% | -6.5% | -0.6% |
| 7D | +7.1% | +5.6% | +1.5% | +7.1% |
| 30D | +19.8% | -4.2% | +24.0% | +19.7% |
| 3M | +0.8% | -26.3% | +27.1% | +0.6% |
| 6M | -1.3% | -42.5% | +41.2% | -1.4% |
| YTD | -7.8% | -33.5% | +25.8% | -7.9% |
| 1Y | -5.0% | -52.7% | +47.7% | -4.3% |
| All | -5.0% | -54.3% | +49.3% | -4.3% |
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