-3.9%
MDLZ vs NIO
-64.6%
+60.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.3% |
| 7D | -1.7% | -13.0% | +11.3% | -1.5% |
| 30D | -2.1% | -18.3% | +16.2% | -1.8% |
| 3M | +1.3% | -33.2% | +34.5% | +2.0% |
| 6M | +6.2% | -21.5% | +27.7% | +6.4% |
| YTD | +15.8% | -25.5% | +41.3% | +16.1% |
| 1Y | +4.1% | -38.0% | +42.1% | +4.6% |
| All | -3.9% | -64.6% | +60.7% | -1.2% |
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 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