+37.2%
MSCI vs NIO
-62.1%
+99.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.0% | +0.3% | -2.6% |
| 7D | +6.0% | -3.6% | +9.7% | +6.1% |
| 30D | +18.2% | -8.0% | +26.2% | +18.5% |
| 3M | +15.1% | -31.2% | +46.3% | +16.2% |
| 6M | +13.7% | -45.8% | +59.5% | +15.4% |
| YTD | +15.6% | -37.3% | +52.9% | +16.7% |
| 1Y | +16.3% | -56.1% | +72.4% | +18.8% |
| All | +37.2% | -62.1% | +99.3% | +38.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling