+182.8%
MRK vs NIO
-38.3%
+221.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.7% | -0.6% |
| 7D | -2.7% | -4.1% | +1.4% | -2.6% |
| 30D | +12.7% | -23.2% | +35.9% | +13.1% |
| 3M | +24.2% | -29.9% | +54.2% | +24.9% |
| 6M | +27.8% | -25.1% | +52.9% | +28.2% |
| YTD | +42.2% | -27.5% | +69.7% | +42.7% |
| 1Y | +80.2% | -41.1% | +121.3% | +81.2% |
| 3Y | +48.4% | -63.1% | +111.5% | +49.2% |
| 5Y | +133.6% | -90.4% | +224.0% | +138.5% |
| All | +182.8% | -38.3% | +221.1% | +169.0% |
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 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