+21.6%
MCD vs NIO
-90.7%
+112.3%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | 0.0% | -1.5% |
| 7D | -2.8% | -13.0% | +10.2% | -2.5% |
| 30D | -6.0% | -18.3% | +12.3% | -5.5% |
| 3M | -5.6% | -33.2% | +27.6% | -4.6% |
| 6M | -21.9% | -21.5% | -0.4% | -21.5% |
| YTD | -14.7% | -25.5% | +10.8% | -14.3% |
| 1Y | -17.3% | -38.0% | +20.7% | -16.6% |
| 3Y | -2.2% | -65.5% | +63.3% | -1.1% |
| All | +21.6% | -90.7% | +112.3% | +25.6% |
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