+34.0%
MOH vs NIO
-36.8%
+70.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -2.0% | -2.2% |
| 7D | -3.3% | -6.7% | +3.3% | -3.1% |
| 30D | -0.1% | -20.0% | +20.0% | +0.8% |
| 3M | -1.1% | -30.5% | +29.4% | +0.4% |
| 6M | +35.9% | -20.7% | +56.6% | +36.7% |
| YTD | +13.1% | -25.7% | +38.8% | +14.0% |
| 1Y | +11.8% | -38.6% | +50.4% | +13.4% |
| 3Y | -38.7% | -62.3% | +23.5% | -37.7% |
| 5Y | -25.1% | -90.1% | +65.0% | -20.7% |
| All | +34.0% | -36.8% | +70.8% | +19.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling