+302.3%
MSCI vs NIO
-49.2%
+351.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.9% | +4.3% | -1.1% |
| 7D | -0.7% | -4.7% | +4.0% | -0.3% |
| 30D | +16.2% | -14.3% | +30.5% | +17.5% |
| 3M | +16.1% | -32.8% | +49.0% | +19.6% |
| 6M | +12.9% | -49.8% | +62.8% | +18.7% |
| YTD | +14.8% | -40.2% | +55.0% | +18.4% |
| 1Y | +13.8% | -52.7% | +66.5% | +19.4% |
| 3Y | +31.2% | -57.9% | +89.1% | +34.0% |
| 5Y | +5.6% | -92.9% | +98.4% | +17.4% |
| All | +302.3% | -49.2% | +351.5% | +295.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling