-24.5%
MOS vs NIO
-62.1%
+37.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.0% | +6.3% | +3.6% |
| 7D | +22.5% | -3.6% | +26.1% | +22.9% |
| 30D | +6.6% | -8.0% | +14.7% | +7.5% |
| 3M | -3.8% | -31.2% | +27.4% | -0.3% |
| 6M | -2.2% | -45.8% | +43.6% | +3.5% |
| YTD | -4.8% | -37.3% | +32.5% | -1.0% |
| 1Y | -11.7% | -56.1% | +44.4% | -4.7% |
| All | -24.5% | -62.1% | +37.6% | -17.9% |
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