+70.4%
MNST vs NIO
-62.1%
+132.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.1% | -1.8% |
| 7D | +3.2% | -3.6% | +6.8% | +3.3% |
| 30D | +10.6% | -8.0% | +18.6% | +10.8% |
| 3M | +1.3% | -31.2% | +32.5% | +2.2% |
| 6M | +26.2% | -45.8% | +72.0% | +28.1% |
| YTD | +24.8% | -37.3% | +62.0% | +25.9% |
| 1Y | +40.9% | -56.1% | +97.1% | +43.4% |
| All | +70.4% | -62.1% | +132.5% | +72.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling