+120.9%
MPC vs NIO
-37.4%
+158.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.3% |
| 7D | +5.4% | -13.0% | +18.5% | +5.6% |
| 30D | +31.0% | -18.3% | +49.3% | +31.3% |
| 3M | +46.0% | -33.2% | +79.2% | +46.9% |
| 6M | +77.3% | -21.5% | +98.8% | +76.4% |
| YTD | +141.9% | -25.5% | +167.4% | +141.0% |
| 1Y | +120.9% | -38.0% | +158.9% | +128.9% |
| All | +120.9% | -37.4% | +158.3% | +128.9% |
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 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