-91.6%
NIO vs MDY
+36.2%
-127.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.2% | -2.6% | -3.9% |
| 7D | +6.9% | +0.7% | +6.2% | +5.7% |
| 30D | -4.7% | +1.3% | -6.1% | -6.6% |
| 3M | -28.1% | -4.1% | -24.0% | -23.8% |
| 6M | -41.7% | +1.0% | -42.7% | -43.1% |
| YTD | -33.1% | +13.3% | -46.5% | -45.4% |
| 1Y | -50.3% | +15.7% | -66.0% | -60.8% |
| 3Y | -54.4% | +59.6% | -113.9% | -80.3% |
| 5Y | -91.6% | +36.3% | -127.9% | -95.2% |
| All | -91.6% | +36.2% | -127.8% | -95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling