-51.1%
NIO vs MDY
+14.5%
-65.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.6% |
| 7D | +2.8% | 0.0% | +2.8% | +2.8% |
| 30D | -8.4% | +1.0% | -9.3% | -9.0% |
| 3M | -32.0% | -4.1% | -27.8% | -29.9% |
| 6M | -43.9% | +0.6% | -44.6% | -44.3% |
| YTD | -35.7% | +12.9% | -48.6% | -44.3% |
| 1Y | -51.1% | +14.6% | -65.7% | -58.4% |
| All | -51.1% | +14.5% | -65.6% | -58.4% |
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