+28.2%
MRNA vs NIO
-64.4%
+92.6%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -2.8% |
| 7D | -10.1% | -4.1% | -5.9% | -9.2% |
| 30D | +126.7% | -23.2% | +150.0% | +140.2% |
| 3M | +184.1% | -29.9% | +214.0% | +206.1% |
| 6M | +143.3% | -25.1% | +168.4% | +155.2% |
| YTD | +359.9% | -27.5% | +387.3% | +383.7% |
| 1Y | +454.2% | -41.1% | +495.3% | +501.6% |
| All | +28.2% | -64.4% | +92.6% | +31.6% |
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