+528.4%
MPC vs NIO
-51.7%
+580.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.4% | +0.8% |
| 7D | +11.2% | -14.5% | +25.7% | +12.3% |
| 30D | -14.5% | -15.0% | +0.5% | -13.7% |
| 3M | +16.7% | -35.6% | +52.2% | +19.9% |
| 6M | +67.6% | -55.7% | +123.2% | +76.3% |
| YTD | +157.9% | -43.1% | +201.1% | +165.4% |
| 1Y | +116.7% | -53.5% | +170.2% | +125.9% |
| 3Y | +199.8% | -59.8% | +259.6% | +206.2% |
| 5Y | +604.4% | -93.2% | +697.6% | +690.8% |
| All | +528.4% | -51.7% | +580.1% | +456.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling