-90.4%
NIO vs MDY
+46.3%
-136.7%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.3% | +1.9% |
| 7D | -2.9% | -1.9% | -1.0% | -0.2% |
| 30D | -18.7% | -4.6% | -14.1% | -13.0% |
| 3M | -29.4% | -1.2% | -28.2% | -28.5% |
| 6M | -32.5% | +9.2% | -41.8% | -41.3% |
| YTD | -27.6% | +13.1% | -40.7% | -40.7% |
| 1Y | -39.2% | +13.0% | -52.2% | -50.2% |
| 3Y | -64.3% | +49.2% | -113.5% | -82.4% |
| All | -90.4% | +46.3% | -136.7% | -94.8% |
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