-53.9%
NIO vs MKTX
+5.4%
-59.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.5% | +3.5% |
| 7D | -0.6% | +0.5% | -1.1% | -0.6% |
| 30D | -3.5% | +1.0% | -4.5% | -3.6% |
| 3M | -30.7% | +2.5% | -33.2% | -30.8% |
| 6M | -45.6% | +8.0% | -53.7% | -46.3% |
| YTD | -35.3% | -7.3% | -28.0% | -35.5% |
| 1Y | -53.9% | +4.7% | -58.6% | -57.4% |
| All | -53.9% | +5.4% | -59.3% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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