-38.0%
NIO vs MDY
+17.9%
-55.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.7% |
| 7D | -13.0% | +0.1% | -13.2% | -13.1% |
| 30D | -18.3% | -1.5% | -16.8% | -17.3% |
| 3M | -33.2% | +0.8% | -34.0% | -33.7% |
| 6M | -21.5% | +7.4% | -28.9% | -28.0% |
| YTD | -25.5% | +15.2% | -40.7% | -36.5% |
| 1Y | -38.0% | +16.5% | -54.6% | -48.1% |
| All | -38.0% | +17.9% | -55.9% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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