+350.0%
MDB vs NIO
-36.7%
+386.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -3.8% |
| 7D | -17.4% | -13.0% | -4.4% | -15.3% |
| 30D | -2.0% | -18.3% | +16.3% | +1.7% |
| 3M | -3.0% | -33.2% | +30.2% | +4.3% |
| 6M | +48.7% | -21.5% | +70.2% | +53.9% |
| YTD | -12.1% | -25.5% | +13.4% | -8.5% |
| 1Y | +14.5% | -38.0% | +52.5% | +21.8% |
| 3Y | -6.1% | -65.5% | +59.3% | +3.2% |
| 5Y | -27.3% | -90.6% | +63.3% | -8.5% |
| All | +350.0% | -36.7% | +386.7% | +402.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling