-53.9%
NIO vs M
+36.6%
-90.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +7.6% | -4.2% | +3.2% |
| 7D | -0.6% | +8.3% | -8.9% | -0.8% |
| 30D | -3.5% | +14.2% | -17.7% | -3.7% |
| 3M | -30.7% | -1.1% | -29.6% | -31.2% |
| 6M | -45.6% | +36.6% | -82.2% | -45.7% |
| YTD | -35.3% | +19.8% | -55.1% | -35.8% |
| 1Y | -53.9% | +37.2% | -91.1% | -55.8% |
| All | -53.9% | +36.6% | -90.5% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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