-14.7%
MOS vs NIO
-43.2%
+28.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.8% |
| 7D | +19.7% | +6.9% | +12.8% | +18.9% |
| 30D | +21.5% | -4.7% | +26.3% | +22.1% |
| 3M | -0.4% | -28.1% | +27.6% | +2.6% |
| 6M | +4.5% | -41.7% | +46.2% | +9.7% |
| YTD | -2.9% | -33.1% | +30.2% | 0.0% |
| 1Y | -7.7% | -50.3% | +42.6% | -2.3% |
| 3Y | -25.6% | -54.4% | +28.7% | -23.6% |
| 5Y | -31.2% | -91.6% | +60.5% | -21.6% |
| All | -14.7% | -43.2% | +28.4% | -25.7% |
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