+119.2%
MGY vs NIO
-36.8%
+156.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.3% |
| 7D | -0.9% | -6.7% | +5.7% | -0.2% |
| 30D | +10.1% | -20.0% | +30.2% | +12.5% |
| 3M | -1.5% | -30.5% | +29.0% | +1.9% |
| 6M | -4.9% | -20.7% | +15.8% | -3.7% |
| YTD | +27.7% | -25.7% | +53.4% | +30.0% |
| 1Y | +20.1% | -38.6% | +58.6% | +23.9% |
| 3Y | +24.9% | -62.3% | +87.1% | +29.8% |
| 5Y | +91.6% | -90.1% | +181.6% | +115.5% |
| All | +119.2% | -36.8% | +156.1% | +89.6% |
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