+22.6%
MCD vs NIO
-92.6%
+115.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.0% | +2.3% | -0.7% |
| 7D | +8.0% | -3.6% | +11.6% | +8.1% |
| 30D | +19.6% | -8.0% | +27.7% | +19.8% |
| 3M | +2.2% | -31.2% | +33.4% | +3.1% |
| 6M | -1.1% | -45.8% | +44.6% | +0.3% |
| YTD | -7.2% | -37.3% | +30.0% | -6.4% |
| 1Y | -6.7% | -56.1% | +49.4% | -4.9% |
| 3Y | +11.6% | -61.1% | +72.7% | +12.4% |
| 5Y | +22.6% | -92.4% | +115.1% | +24.1% |
| All | +22.6% | -92.6% | +115.3% | +24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling