+250.6%
MKSI vs NIO
-38.5%
+289.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -1.0% | +1.5% |
| 7D | +2.7% | -2.9% | +5.6% | +3.2% |
| 30D | -12.8% | -18.7% | +5.9% | -9.5% |
| 3M | -22.5% | -29.4% | +6.9% | -17.6% |
| 6M | +19.4% | -32.5% | +51.9% | +27.2% |
| YTD | +67.7% | -27.6% | +95.4% | +75.9% |
| 1Y | +131.4% | -39.2% | +170.6% | +149.5% |
| 3Y | +197.3% | -64.3% | +261.6% | +229.1% |
| 5Y | +87.0% | -90.3% | +177.2% | +134.1% |
| All | +250.6% | -38.5% | +289.1% | +220.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling