+16.5%
MDLZ vs NIO
-90.7%
+107.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.2% |
| 7D | -1.7% | -13.0% | +11.3% | -1.4% |
| 30D | -2.1% | -18.3% | +16.2% | -1.6% |
| 3M | +1.3% | -33.2% | +34.5% | +2.4% |
| 6M | +6.2% | -21.5% | +27.7% | +6.6% |
| YTD | +15.8% | -25.5% | +41.3% | +16.4% |
| 1Y | +4.1% | -38.0% | +42.1% | +5.0% |
| 3Y | -4.1% | -65.5% | +61.4% | -2.6% |
| All | +16.5% | -90.7% | +107.2% | +17.0% |
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 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