-12.1%
MDB vs NIO
-54.3%
+42.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.9% | -3.2% | +1.6% |
| 7D | -11.4% | +5.6% | -17.0% | -12.2% |
| 30D | -13.8% | -4.2% | -9.6% | -13.2% |
| 3M | -15.5% | -26.3% | +10.9% | -11.5% |
| 6M | +17.9% | -42.5% | +60.5% | +26.0% |
| YTD | -25.5% | -33.5% | +8.1% | -20.8% |
| 1Y | -12.1% | -52.7% | +40.6% | -9.5% |
| All | -12.1% | -54.3% | +42.2% | -9.5% |
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