-13.4%
MLM vs NIO
-51.1%
+37.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.4% |
| 7D | -3.8% | +6.9% | -10.7% | -4.3% |
| 30D | +11.0% | -4.7% | +15.7% | +11.3% |
| 3M | -3.1% | -28.1% | +25.0% | -1.1% |
| 6M | -9.8% | -41.7% | +31.9% | -6.6% |
| YTD | -14.4% | -33.1% | +18.8% | -12.9% |
| All | -13.4% | -51.1% | +37.6% | -10.7% |
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 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