-62.3%
NIO vs MDY
+51.1%
-113.3%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.4% |
| 7D | -6.7% | +1.0% | -7.7% | -7.6% |
| 30D | -20.0% | -3.1% | -16.9% | -17.5% |
| 3M | -30.5% | +1.8% | -32.3% | -32.0% |
| 6M | -20.7% | +10.8% | -31.5% | -29.2% |
| YTD | -25.7% | +14.4% | -40.1% | -36.1% |
| 1Y | -38.6% | +15.2% | -53.8% | -47.5% |
| 3Y | -62.3% | +51.2% | -113.4% | -78.6% |
| All | -62.3% | +51.1% | -113.3% | -78.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling