-2.9%
MDT vs NIO
-92.1%
+89.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.9% | -8.8% | -3.2% |
| 7D | +5.4% | +5.6% | -0.2% | +5.1% |
| 30D | +19.1% | -4.2% | +23.3% | +19.3% |
| 3M | +19.5% | -26.3% | +45.8% | +21.4% |
| 6M | +33.5% | -42.5% | +76.0% | +37.2% |
| YTD | +8.7% | -33.5% | +42.2% | +10.3% |
| 1Y | +16.8% | -52.7% | +69.4% | +21.1% |
| 3Y | +53.0% | -57.5% | +110.4% | +55.3% |
| All | -2.9% | -92.1% | +89.2% | +5.7% |
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