-42.3%
MSTR vs NIO
-54.1%
+11.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.4% | +1.6% | +4.1% |
| 7D | -1.8% | -0.6% | -1.2% | -1.6% |
| 30D | -13.3% | -3.5% | -9.8% | -12.3% |
| 3M | +46.0% | -30.7% | +76.6% | +59.7% |
| 6M | -22.4% | -45.6% | +23.2% | -10.9% |
| YTD | -6.2% | -35.3% | +29.1% | +2.1% |
| 1Y | -42.3% | -53.9% | +11.6% | -25.4% |
| All | -42.3% | -54.1% | +11.8% | -25.4% |
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 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