-4.3%
MTZ vs NIO
-53.4%
+49.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.2% | +5.8% | +4.8% |
| 7D | +12.9% | -1.8% | +14.7% | +13.3% |
| 30D | -8.5% | -6.6% | -1.9% | -7.4% |
| 3M | -30.6% | -29.9% | -0.7% | -26.4% |
| 6M | -55.1% | -46.6% | -8.5% | -50.5% |
| YTD | -13.0% | -36.5% | +23.5% | -9.6% |
| 1Y | -4.3% | -51.1% | +46.9% | +7.3% |
| All | -4.3% | -53.4% | +49.1% | +7.3% |
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