+23.0%
MDLZ vs NIO
-93.2%
+116.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.9% | +6.4% | +1.6% |
| 7D | +2.3% | -14.5% | +16.8% | +2.7% |
| 30D | +7.9% | -15.0% | +22.9% | +8.4% |
| 3M | +7.3% | -35.6% | +42.8% | +8.4% |
| 6M | +11.7% | -55.7% | +67.3% | +14.1% |
| YTD | +28.7% | -43.1% | +71.9% | +30.3% |
| 1Y | +22.8% | -53.5% | +76.3% | +25.0% |
| 3Y | +6.6% | -59.8% | +66.4% | +7.4% |
| All | +23.0% | -93.2% | +116.2% | +23.2% |
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 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