+297.0%
MXL vs NIO
-54.1%
+351.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +3.4% | -14.6% | -12.1% |
| 7D | -24.3% | -0.6% | -23.7% | -24.2% |
| 30D | -46.1% | -3.5% | -42.6% | -45.3% |
| 3M | -21.8% | -30.7% | +8.8% | -14.4% |
| 6M | -27.2% | -45.6% | +18.4% | -17.6% |
| YTD | +226.2% | -35.3% | +261.5% | +250.2% |
| 1Y | +297.0% | -53.9% | +350.9% | +386.4% |
| All | +297.0% | -54.1% | +351.1% | +386.4% |
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