-69.6%
MRNA vs NIO
-90.7%
+21.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.2% | +4.0% | +1.5% |
| 7D | -8.2% | -7.3% | -1.0% | -6.5% |
| 30D | +125.6% | -22.5% | +148.1% | +140.6% |
| 3M | +197.1% | -30.9% | +228.0% | +225.1% |
| 6M | +148.5% | -37.2% | +185.7% | +174.8% |
| YTD | +363.3% | -29.8% | +393.1% | +395.0% |
| 1Y | +462.0% | -37.4% | +499.4% | +510.3% |
| 3Y | +26.9% | -64.3% | +91.3% | +44.4% |
| 5Y | -69.6% | -90.6% | +21.0% | -58.6% |
| All | -69.6% | -90.7% | +21.1% | -58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling