+184.5%
MET vs NIO
-36.7%
+221.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | -0.1% | -1.5% |
| 7D | +1.2% | -13.0% | +14.2% | +2.1% |
| 30D | +1.4% | -18.3% | +19.7% | +2.8% |
| 3M | +17.7% | -33.2% | +50.9% | +20.9% |
| 6M | +35.0% | -21.5% | +56.5% | +36.5% |
| YTD | +26.3% | -25.5% | +51.8% | +28.0% |
| 1Y | +22.8% | -38.0% | +60.8% | +25.6% |
| 3Y | +65.9% | -65.5% | +131.4% | +71.7% |
| 5Y | +85.4% | -90.6% | +175.9% | +102.1% |
| All | +184.5% | -36.7% | +221.2% | +149.1% |
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