+43.1%
MOD vs NIO
-37.4%
+80.5%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.6% | +5.9% | +4.6% |
| 7D | +9.6% | -13.0% | +22.6% | +12.2% |
| 30D | 0.0% | -18.3% | +18.3% | +3.5% |
| 3M | -35.4% | -33.2% | -2.2% | -30.6% |
| 6M | -7.3% | -21.5% | +14.2% | -4.7% |
| YTD | +45.8% | -25.5% | +71.3% | +49.9% |
| 1Y | +43.1% | -38.0% | +81.2% | +57.4% |
| All | +43.1% | -37.4% | +80.5% | +57.4% |
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