-41.1%
NIO vs MDY
+14.2%
-55.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -1.5% |
| 7D | -4.1% | -0.8% | -3.4% | -3.5% |
| 30D | -23.2% | -3.9% | -19.4% | -20.8% |
| 3M | -29.9% | 0.0% | -29.9% | -30.1% |
| 6M | -25.1% | +8.5% | -33.6% | -32.2% |
| YTD | -27.5% | +13.2% | -40.7% | -37.6% |
| 1Y | -41.1% | +15.0% | -56.1% | -50.2% |
| All | -41.1% | +14.2% | -55.3% | -50.2% |
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