-35.2%
MOD vs NIO
-54.3%
+19.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.9% | -0.2% | +4.2% |
| 7D | -25.5% | +5.6% | -31.2% | -26.6% |
| 30D | -49.0% | -4.2% | -44.8% | -48.4% |
| 3M | -49.8% | -26.3% | -23.5% | -46.2% |
| 6M | -64.8% | -42.5% | -22.2% | -59.8% |
| YTD | -27.6% | -33.5% | +5.9% | -24.2% |
| 1Y | -35.2% | -52.7% | +17.5% | -23.0% |
| All | -35.2% | -54.3% | +19.1% | -23.0% |
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 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