+31.8%
MCK vs NIO
-37.4%
+69.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.4% |
| 7D | +1.7% | -13.0% | +14.8% | +2.0% |
| 30D | +3.6% | -18.3% | +21.9% | +4.0% |
| 3M | +20.1% | -33.2% | +53.3% | +21.2% |
| 6M | -7.0% | -21.5% | +14.5% | -7.4% |
| YTD | +11.0% | -25.5% | +36.5% | +10.0% |
| 1Y | +31.8% | -38.0% | +69.8% | +31.2% |
| All | +31.8% | -37.4% | +69.2% | +31.2% |
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