-6.4%
MDB vs NIO
-64.6%
+58.1%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -3.9% |
| 7D | -17.4% | -13.0% | -4.4% | -15.7% |
| 30D | -2.0% | -18.3% | +16.3% | +0.8% |
| 3M | -3.0% | -33.2% | +30.2% | +2.5% |
| 6M | +48.7% | -21.5% | +70.2% | +53.0% |
| YTD | -12.1% | -25.5% | +13.4% | -9.2% |
| 1Y | +14.5% | -38.0% | +52.5% | +20.4% |
| All | -6.4% | -64.6% | +58.1% | -2.1% |
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