+297.2%
MTZ vs NIO
-56.4%
+353.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.6% | +8.0% | +8.5% |
| 7D | -2.4% | +6.9% | -9.3% | -3.3% |
| 30D | -11.1% | -4.7% | -6.3% | -10.6% |
| 3M | -30.6% | -28.1% | -2.6% | -27.8% |
| 6M | -54.4% | -41.7% | -12.7% | -51.4% |
| YTD | -13.0% | -33.1% | +20.1% | -9.6% |
| 1Y | -5.7% | -50.3% | +44.6% | +1.4% |
| 3Y | +297.2% | -54.4% | +351.5% | +335.7% |
| All | +297.2% | -56.4% | +353.6% | +335.7% |
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