+0.5%
MCHP vs NIO
-62.3%
+62.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | +2.8% | -6.7% | +9.4% | +3.9% |
| 30D | -12.8% | -20.0% | +7.2% | -9.6% |
| 3M | -19.2% | -30.5% | +11.3% | -14.4% |
| 6M | +14.5% | -20.7% | +35.3% | +17.5% |
| YTD | +17.1% | -25.7% | +42.8% | +21.0% |
| 1Y | +15.3% | -38.6% | +53.9% | +22.9% |
| 3Y | +0.5% | -62.3% | +62.7% | +5.1% |
| All | +0.5% | -62.3% | +62.8% | +5.1% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling