+17.1%
MCHP vs NIO
-36.7%
+53.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.1% | +0.6% | +3.2% |
| 7D | 0.0% | -2.9% | +2.9% | +0.4% |
| 30D | -6.0% | -18.7% | +12.7% | -3.3% |
| 3M | -19.7% | -29.4% | +9.8% | -15.8% |
| 6M | +14.0% | -32.5% | +46.6% | +19.0% |
| YTD | +18.4% | -27.6% | +46.1% | +22.7% |
| 1Y | +17.1% | -39.2% | +56.3% | +34.1% |
| All | +17.1% | -36.7% | +53.8% | +34.1% |
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 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