+231.9%
MTSI vs NIO
-64.6%
+296.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.0% | +3.7% |
| 7D | +1.4% | -13.0% | +14.4% | +3.3% |
| 30D | +2.1% | -18.3% | +20.4% | +4.9% |
| 3M | -29.7% | -33.2% | +3.5% | -25.7% |
| 6M | +12.5% | -21.5% | +34.0% | +15.7% |
| YTD | +57.0% | -25.5% | +82.5% | +62.2% |
| 1Y | +103.9% | -38.0% | +141.9% | +114.6% |
| All | +231.9% | -64.6% | +296.5% | +251.5% |
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