+145.1%
MS vs NIO
-90.7%
+235.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.8% | +0.4% |
| 7D | +1.4% | -13.0% | +14.4% | +2.9% |
| 30D | -0.3% | -18.3% | +18.0% | +1.9% |
| 3M | +0.3% | -33.2% | +33.5% | +4.6% |
| 6M | +31.3% | -21.5% | +52.8% | +33.6% |
| YTD | +24.7% | -25.5% | +50.1% | +27.3% |
| 1Y | +47.9% | -38.0% | +85.9% | +53.2% |
| 3Y | +178.3% | -65.5% | +243.8% | +196.5% |
| All | +145.1% | -90.7% | +235.8% | +192.1% |
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