+20.9%
MDLZ vs NIO
-53.2%
+74.1%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.7% | -0.4% |
| 7D | -0.4% | -4.7% | +4.3% | -0.5% |
| 30D | +8.2% | -14.3% | +22.6% | +7.7% |
| 3M | +8.0% | -32.8% | +40.8% | +6.9% |
| 6M | +9.7% | -49.8% | +59.6% | +8.6% |
| YTD | +26.9% | -40.2% | +67.1% | +26.7% |
| 1Y | +20.9% | -52.7% | +73.6% | +22.1% |
| All | +20.9% | -53.2% | +74.1% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling