+183.8%
MRK vs NIO
-46.0%
+229.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.6% |
| 7D | -2.1% | -1.8% | -0.3% | -2.1% |
| 30D | +1.2% | -6.6% | +7.8% | +1.3% |
| 3M | +13.5% | -29.9% | +43.4% | +14.1% |
| 6M | +34.0% | -46.6% | +80.6% | +35.2% |
| YTD | +42.7% | -36.5% | +79.2% | +43.5% |
| 1Y | +66.6% | -51.1% | +117.7% | +68.1% |
| 3Y | +59.1% | -55.2% | +114.3% | +59.5% |
| 5Y | +104.1% | -92.3% | +196.4% | +109.3% |
| All | +183.8% | -46.0% | +229.8% | +170.4% |
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