-51.1%
NIO vs MDY
+14.3%
-65.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.2% | -4.7% | -5.0% |
| 7D | -4.7% | +3.0% | -7.7% | -6.7% |
| 30D | -14.3% | +0.8% | -15.1% | -14.7% |
| 3M | -32.8% | -5.1% | -27.7% | -30.3% |
| 6M | -49.8% | +1.2% | -51.0% | -50.3% |
| YTD | -40.2% | +12.5% | -52.7% | -47.8% |
| All | -51.1% | +14.3% | -65.5% | -58.9% |
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