-3.5%
MSFU vs NIO
-54.1%
+50.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +3.4% | +10.0% | +13.0% |
| 7D | +8.2% | -0.6% | +8.8% | +8.2% |
| 30D | +10.2% | -3.5% | +13.7% | +10.7% |
| 3M | +22.9% | -30.7% | +53.6% | +27.0% |
| 6M | +63.2% | -45.6% | +108.8% | +69.5% |
| YTD | +11.7% | -35.3% | +47.0% | +21.8% |
| 1Y | -3.5% | -53.9% | +50.4% | +12.0% |
| All | -3.5% | -54.1% | +50.6% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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