+72.4%
MDLZ vs NIO
-36.7%
+109.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.2% |
| 7D | -1.7% | -13.0% | +11.3% | -1.5% |
| 30D | -2.1% | -18.3% | +16.2% | -1.7% |
| 3M | +1.3% | -33.2% | +34.5% | +2.1% |
| 6M | +6.2% | -21.5% | +27.7% | +6.5% |
| YTD | +15.8% | -25.5% | +41.3% | +16.2% |
| 1Y | +4.1% | -38.0% | +42.1% | +4.8% |
| 3Y | -4.1% | -65.5% | +61.4% | -3.2% |
| 5Y | +13.4% | -90.6% | +103.9% | +15.6% |
| All | +72.4% | -36.7% | +109.0% | +64.6% |
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