+43.0%
MTSI vs NIO
-55.0%
+98.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.9% | -0.7% | -4.0% |
| 7D | +10.0% | -14.5% | +24.4% | +15.4% |
| 30D | -20.3% | -15.0% | -5.4% | -16.2% |
| 3M | -24.4% | -35.6% | +11.1% | -15.1% |
| 6M | -39.2% | -55.7% | +16.5% | -25.4% |
| YTD | +35.5% | -43.1% | +78.6% | +52.7% |
| 1Y | +43.0% | -53.5% | +96.6% | +72.3% |
| All | +43.0% | -55.0% | +98.0% | +72.3% |
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 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