+96.9%
MRVL vs NIO
-92.1%
+189.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.9% | -0.2% | +4.1% |
| 7D | -28.1% | +5.6% | -33.7% | -29.1% |
| 30D | -50.4% | -4.2% | -46.2% | -49.7% |
| 3M | -32.9% | -26.3% | -6.6% | -27.3% |
| 6M | -17.9% | -42.5% | +24.6% | -5.3% |
| YTD | +66.4% | -33.5% | +100.0% | +82.8% |
| 1Y | +51.5% | -52.7% | +104.2% | +81.0% |
| 3Y | +177.9% | -57.5% | +235.3% | +209.1% |
| All | +96.9% | -92.1% | +189.0% | +141.6% |
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