+10.1%
MDB vs NIO
-49.2%
+59.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.9% | +6.4% | +2.9% |
| 7D | +11.6% | -4.7% | +16.2% | +13.4% |
| 30D | -8.9% | -14.3% | +5.4% | -3.1% |
| 3M | -22.4% | -32.8% | +10.4% | -9.0% |
| 6M | +10.1% | -49.8% | +59.9% | +38.0% |
| All | +10.1% | -49.2% | +59.2% | +38.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling