-18.3%
MKC vs NIO
-54.1%
+35.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.4% | +2.0% | +5.6% |
| 7D | +9.6% | -0.6% | +10.2% | +9.5% |
| 30D | +12.0% | -3.5% | +15.5% | +11.8% |
| 3M | -2.0% | -30.7% | +28.7% | -4.1% |
| 6M | +7.2% | -45.6% | +52.8% | +3.3% |
| YTD | -23.7% | -35.3% | +11.6% | -24.7% |
| 1Y | -18.3% | -53.9% | +35.6% | -19.1% |
| All | -18.3% | -54.1% | +35.8% | -19.1% |
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 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