+74.4%
MSI vs NIO
-59.9%
+134.3%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.9% | -6.4% | -0.5% |
| 7D | +4.7% | +5.6% | -0.9% | +4.7% |
| 30D | +14.8% | -4.2% | +19.0% | +14.8% |
| 3M | +8.8% | -26.3% | +35.1% | +8.9% |
| 6M | +19.3% | -42.5% | +61.8% | +19.5% |
| YTD | +35.3% | -33.5% | +68.9% | +35.5% |
| 1Y | +33.8% | -52.7% | +86.4% | +33.8% |
| 3Y | +74.4% | -57.5% | +131.9% | +74.3% |
| All | +74.4% | -59.9% | +134.3% | +74.3% |
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