-37.8%
MOH vs NIO
-65.5%
+27.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.2% | +6.4% | +3.2% |
| 7D | -1.3% | -7.3% | +6.0% | -1.3% |
| 30D | +3.0% | -22.5% | +25.5% | +2.8% |
| 3M | +1.2% | -30.9% | +32.1% | +1.0% |
| 6M | +41.7% | -37.2% | +78.9% | +41.5% |
| YTD | +15.4% | -29.8% | +45.2% | +15.5% |
| 1Y | +11.8% | -37.4% | +49.2% | +11.9% |
| All | -37.8% | -65.5% | +27.8% | -39.0% |
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 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