+616.7%
MCK vs NIO
-40.3%
+657.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -1.2% |
| 7D | -4.4% | -7.3% | +2.9% | -4.3% |
| 30D | -2.2% | -22.5% | +20.3% | -1.9% |
| 3M | +11.6% | -30.9% | +42.4% | +12.1% |
| 6M | -4.9% | -37.2% | +32.2% | -4.5% |
| YTD | +7.7% | -29.8% | +37.5% | +8.0% |
| 1Y | +25.2% | -37.4% | +62.6% | +25.7% |
| 3Y | +112.1% | -64.3% | +176.5% | +114.3% |
| 5Y | +345.8% | -90.6% | +436.4% | +361.7% |
| All | +616.7% | -40.3% | +657.0% | +581.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling