-16.1%
MCHP vs NIO
-56.9%
+40.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.8% | +1.9% | -1.3% |
| 7D | -22.6% | +2.8% | -25.4% | -23.0% |
| 30D | -20.1% | -8.4% | -11.8% | -19.0% |
| 3M | -25.4% | -32.0% | +6.5% | -20.7% |
| 6M | -38.4% | -43.9% | +5.5% | -32.8% |
| YTD | -3.7% | -35.7% | +32.0% | +1.7% |
| 1Y | +11.7% | -51.1% | +62.8% | +23.8% |
| 3Y | -16.1% | -54.7% | +38.6% | -13.1% |
| All | -16.1% | -56.9% | +40.8% | -13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling