-7.0%
MOS vs NIO
-54.3%
+47.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.9% | -5.8% | -0.2% |
| 7D | +21.6% | +5.6% | +16.0% | +21.2% |
| 30D | +12.0% | -4.2% | +16.2% | +12.0% |
| 3M | -3.9% | -26.3% | +22.4% | -2.8% |
| 6M | -3.3% | -42.5% | +39.2% | -1.4% |
| YTD | -4.6% | -33.5% | +28.9% | -0.4% |
| 1Y | -7.0% | -52.7% | +45.7% | -4.8% |
| All | -7.0% | -54.3% | +47.3% | -4.8% |
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