+47.0%
MTSI vs NIO
-53.4%
+100.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -1.2% | +11.5% | +10.7% |
| 7D | +7.2% | -1.8% | +9.0% | +8.0% |
| 30D | -18.4% | -6.6% | -11.8% | -16.7% |
| 3M | -16.7% | -29.9% | +13.2% | -8.9% |
| 6M | -31.7% | -46.6% | +14.9% | -20.3% |
| YTD | +45.9% | -36.5% | +82.3% | +59.1% |
| 1Y | +47.0% | -51.1% | +98.1% | +75.6% |
| All | +47.0% | -53.4% | +100.4% | +75.6% |
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