-24.7%
MDB vs NIO
-90.7%
+66.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -3.6% |
| 7D | -17.4% | -13.0% | -4.4% | -13.8% |
| 30D | -2.0% | -18.3% | +16.3% | +4.1% |
| 3M | -3.0% | -33.2% | +30.2% | +9.3% |
| 6M | +48.7% | -21.5% | +70.2% | +56.8% |
| YTD | -12.1% | -25.5% | +13.4% | -6.5% |
| 1Y | +14.5% | -38.0% | +52.5% | +26.2% |
| 3Y | -6.1% | -65.5% | +59.3% | +11.8% |
| All | -24.7% | -90.7% | +66.0% | +26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling