+104.7%
MPC vs NIO
-53.4%
+158.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.2% | +4.6% | +3.4% |
| 7D | +2.6% | -1.8% | +4.4% | +2.5% |
| 30D | -12.2% | -6.6% | -5.6% | -12.3% |
| 3M | +20.1% | -29.9% | +49.9% | +19.4% |
| 6M | +60.6% | -46.6% | +107.2% | +59.1% |
| YTD | +150.6% | -36.5% | +187.0% | +146.5% |
| 1Y | +104.7% | -51.1% | +155.8% | +114.6% |
| All | +104.7% | -53.4% | +158.0% | +114.6% |
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