-27.5%
MOS vs NIO
-55.4%
+28.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.7% |
| 7D | +5.5% | -1.8% | +7.3% | +5.6% |
| 30D | +21.0% | -6.6% | +27.6% | +21.7% |
| 3M | -0.5% | -29.9% | +29.4% | +3.0% |
| 6M | +6.6% | -46.6% | +53.2% | +13.1% |
| YTD | -2.8% | -36.5% | +33.7% | +0.9% |
| 1Y | -8.1% | -51.1% | +43.1% | -1.9% |
| All | -27.5% | -55.4% | +28.0% | -22.7% |
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 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