+78.0%
MRK vs NIO
-37.6%
+115.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -1.9% |
| 7D | -5.0% | -7.3% | +2.2% | -5.0% |
| 30D | +11.0% | -22.5% | +33.5% | +11.0% |
| 3M | +22.4% | -30.9% | +53.3% | +22.4% |
| 6M | +25.4% | -37.2% | +62.6% | +25.4% |
| YTD | +39.5% | -29.8% | +69.3% | +39.1% |
| 1Y | +78.0% | -37.4% | +115.4% | +75.9% |
| All | +78.0% | -37.6% | +115.6% | +75.9% |
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