+489.4%
MPC vs NIO
-36.7%
+526.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.4% |
| 7D | +5.4% | -13.0% | +18.5% | +6.4% |
| 30D | +31.0% | -18.3% | +49.3% | +32.7% |
| 3M | +46.0% | -33.2% | +79.2% | +49.9% |
| 6M | +77.3% | -21.5% | +98.8% | +79.1% |
| YTD | +141.9% | -25.5% | +167.4% | +144.9% |
| 1Y | +120.9% | -38.0% | +158.9% | +125.8% |
| 3Y | +182.7% | -65.5% | +248.1% | +192.6% |
| 5Y | +646.4% | -90.6% | +737.0% | +719.4% |
| All | +489.4% | -36.7% | +526.1% | +413.4% |
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