+77.1%
MSI vs NIO
-60.1%
+137.3%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.9% | +5.1% | +0.2% |
| 7D | +3.2% | -14.5% | +17.7% | +3.3% |
| 30D | +17.6% | -15.0% | +32.5% | +17.6% |
| 3M | +14.5% | -35.6% | +50.1% | +14.6% |
| 6M | +34.3% | -55.7% | +89.9% | +34.5% |
| YTD | +39.7% | -43.1% | +82.9% | +40.0% |
| 1Y | +40.2% | -53.5% | +93.7% | +40.3% |
| 3Y | +77.1% | -59.8% | +137.0% | +77.4% |
| All | +77.1% | -60.1% | +137.3% | +77.4% |
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