+19.9%
MDT vs NIO
-54.1%
+74.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.4% | +2.7% | +6.3% |
| 7D | +10.7% | -0.6% | +11.3% | +10.7% |
| 30D | +19.3% | -3.5% | +22.8% | +19.1% |
| 3M | +22.8% | -30.7% | +53.4% | +20.8% |
| 6M | +36.4% | -45.6% | +82.0% | +33.5% |
| YTD | +12.1% | -35.3% | +47.4% | +10.2% |
| 1Y | +19.9% | -53.9% | +73.8% | +26.6% |
| All | +19.9% | -54.1% | +74.0% | +26.6% |
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 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