+96.6%
MPC vs NIO
-54.3%
+150.9%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.9% | -7.2% | -0.9% |
| 7D | -16.2% | +5.6% | -21.8% | -15.9% |
| 30D | -15.7% | -4.2% | -11.5% | -15.7% |
| 3M | +24.9% | -26.3% | +51.2% | +24.4% |
| 6M | +52.7% | -42.5% | +95.2% | +51.4% |
| YTD | +131.9% | -33.5% | +165.4% | +128.6% |
| 1Y | +96.6% | -52.7% | +149.3% | +110.0% |
| All | +96.6% | -54.3% | +150.9% | +110.0% |
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