+218.1%
MRNA vs NIO
-60.1%
+278.3%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.9% | +1.5% | -2.3% |
| 7D | -12.1% | -14.5% | +2.3% | -8.6% |
| 30D | -1.3% | -15.0% | +13.7% | +3.0% |
| 3M | +250.9% | -35.6% | +286.5% | +289.9% |
| 6M | +343.0% | -55.7% | +398.7% | +427.3% |
| YTD | +657.4% | -43.1% | +700.6% | +746.3% |
| 1Y | +794.9% | -53.5% | +848.4% | +941.6% |
| 3Y | +218.1% | -59.8% | +278.0% | +229.4% |
| All | +218.1% | -60.1% | +278.3% | +229.4% |
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 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