+37.9%
MNST vs NIO
-54.3%
+92.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +5.9% | -10.3% | -4.5% |
| 7D | -3.4% | +5.6% | -9.0% | -3.5% |
| 30D | +6.6% | -4.2% | +10.9% | +6.7% |
| 3M | -2.9% | -26.3% | +23.4% | -2.2% |
| 6M | +18.4% | -42.5% | +61.0% | +20.0% |
| YTD | +19.3% | -33.5% | +52.8% | +20.1% |
| 1Y | +37.9% | -52.7% | +90.6% | +35.9% |
| All | +37.9% | -54.3% | +92.1% | +35.9% |
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