-89.3%
MSTU vs NIO
-51.1%
-38.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.6% | -5.7% | -5.4% |
| 7D | -9.3% | +6.9% | -16.2% | -12.5% |
| 30D | -38.3% | -4.7% | -33.5% | -36.0% |
| 3M | +24.0% | -28.1% | +52.1% | +46.8% |
| 6M | -72.1% | -41.7% | -30.4% | -63.9% |
| YTD | -70.2% | -33.1% | -37.1% | -64.6% |
| All | -89.3% | -51.1% | -38.2% | -84.2% |
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