+490.4%
MPC vs NIO
-45.3%
+535.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.7% | +0.2% |
| 7D | -8.8% | +2.8% | -11.7% | -9.0% |
| 30D | -14.4% | -8.4% | -6.0% | -14.0% |
| 3M | +21.9% | -32.0% | +53.9% | +24.9% |
| 6M | +60.1% | -43.9% | +104.1% | +65.9% |
| YTD | +142.3% | -35.7% | +178.0% | +147.4% |
| 1Y | +101.7% | -51.1% | +152.8% | +109.8% |
| 3Y | +184.8% | -54.7% | +239.5% | +188.7% |
| 5Y | +564.6% | -91.7% | +656.3% | +635.6% |
| All | +490.4% | -45.3% | +535.7% | +418.7% |
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 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