+34.8%
MXL vs NIO
-90.3%
+125.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.4% | +9.9% | +8.1% |
| 7D | +19.0% | -4.1% | +23.1% | +20.2% |
| 30D | +4.5% | -23.2% | +27.7% | +11.6% |
| 3M | -1.5% | -29.9% | +28.4% | +8.0% |
| 6M | +348.6% | -25.1% | +373.7% | +374.8% |
| YTD | +310.3% | -27.5% | +337.7% | +336.4% |
| 1Y | +344.7% | -41.1% | +385.8% | +393.7% |
| 3Y | +211.2% | -63.1% | +274.3% | +256.0% |
| 5Y | +34.8% | -90.4% | +125.2% | +113.9% |
| All | +34.8% | -90.3% | +125.1% | +113.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling