+39.4%
MOH vs NIO
-38.5%
+77.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +1.8% |
| 7D | +1.7% | -2.9% | +4.6% | +1.8% |
| 30D | -0.9% | -18.7% | +17.8% | -0.1% |
| 3M | +5.7% | -29.4% | +35.2% | +7.2% |
| 6M | +39.1% | -32.5% | +71.7% | +41.0% |
| YTD | +17.7% | -27.6% | +45.3% | +18.7% |
| 1Y | +8.4% | -39.2% | +47.6% | +9.9% |
| 3Y | -36.6% | -64.3% | +27.7% | -35.3% |
| 5Y | -19.1% | -90.3% | +71.2% | -14.2% |
| All | +39.4% | -38.5% | +77.9% | +24.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling