-32.8%
MOS vs NIO
-92.1%
+59.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.9% | -5.8% | -0.5% |
| 7D | +21.6% | +5.6% | +16.0% | +20.9% |
| 30D | +12.0% | -4.2% | +16.2% | +12.4% |
| 3M | -3.9% | -26.3% | +22.4% | -1.0% |
| 6M | -3.3% | -42.5% | +39.2% | +1.9% |
| YTD | -4.6% | -33.5% | +28.9% | -1.5% |
| 1Y | -7.0% | -52.7% | +45.7% | -0.5% |
| 3Y | -24.4% | -57.5% | +33.0% | -21.5% |
| All | -32.8% | -92.1% | +59.3% | -19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling