+14.5%
MCHP vs NIO
-53.2%
+67.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.9% | +5.8% | +0.4% |
| 7D | -4.3% | -4.7% | +0.4% | -3.9% |
| 30D | -16.3% | -14.3% | -2.0% | -15.1% |
| 3M | -21.4% | -32.8% | +11.4% | -18.7% |
| 6M | -35.8% | -49.8% | +14.1% | -32.7% |
| YTD | -0.9% | -40.2% | +39.3% | +4.8% |
| 1Y | +14.5% | -52.7% | +67.2% | +24.3% |
| All | +14.5% | -53.2% | +67.7% | +24.3% |
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