-10.5%
MDB vs NIO
-55.4%
+44.9%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.1% | +2.0% |
| 7D | +3.0% | -1.8% | +4.8% | +3.2% |
| 30D | -11.3% | -6.6% | -4.7% | -10.4% |
| 3M | -23.0% | -29.9% | +6.9% | -19.1% |
| 6M | +14.8% | -46.6% | +61.4% | +24.5% |
| YTD | -19.4% | -36.5% | +17.0% | -15.0% |
| 1Y | -9.0% | -51.1% | +42.2% | -0.7% |
| All | -10.5% | -55.4% | +44.9% | -9.3% |
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 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