+145.7%
MP vs NIO
-55.4%
+201.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +2.0% | +1.1% |
| 7D | +2.3% | -1.8% | +4.1% | +2.9% |
| 30D | -15.3% | -6.6% | -8.7% | -13.4% |
| 3M | -33.5% | -29.9% | -3.6% | -26.1% |
| 6M | -45.5% | -46.6% | +1.1% | -34.7% |
| YTD | -27.3% | -36.5% | +9.2% | -18.4% |
| 1Y | -40.7% | -51.1% | +10.4% | -28.2% |
| All | +145.7% | -55.4% | +201.1% | +173.9% |
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