+12.0%
MSCI vs NIO
-54.3%
+66.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.9% | -8.2% | -2.3% |
| 7D | +2.8% | +5.6% | -2.8% | +2.8% |
| 30D | +15.4% | -4.2% | +19.7% | +15.4% |
| 3M | +13.4% | -26.3% | +39.7% | +13.1% |
| 6M | +10.9% | -42.5% | +53.4% | +9.9% |
| YTD | +13.0% | -33.5% | +46.5% | +13.8% |
| 1Y | +12.0% | -52.7% | +64.7% | +11.7% |
| All | +12.0% | -54.3% | +66.3% | +11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling