+191.7%
MPC vs NIO
-56.4%
+248.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.6% | +4.0% | +4.6% |
| 7D | -9.4% | +6.9% | -16.3% | -9.5% |
| 30D | -14.3% | -4.7% | -9.6% | -14.2% |
| 3M | +31.1% | -28.1% | +59.2% | +32.1% |
| 6M | +60.3% | -41.7% | +102.0% | +62.3% |
| YTD | +142.5% | -33.1% | +175.7% | +143.9% |
| 1Y | +104.6% | -50.3% | +154.9% | +108.0% |
| 3Y | +191.7% | -54.4% | +246.1% | +193.1% |
| All | +191.7% | -56.4% | +248.1% | +193.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling