-93.7%
MSTU vs NIO
-38.9%
-54.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.4% | -3.1% | -4.3% |
| 7D | +12.9% | -4.1% | +17.0% | +15.2% |
| 30D | +68.3% | -23.2% | +91.6% | +90.2% |
| 3M | +0.4% | -29.9% | +30.3% | +18.2% |
| 6M | -41.5% | -25.1% | -16.4% | -35.6% |
| YTD | -61.7% | -27.5% | -34.3% | -57.5% |
| 1Y | -93.7% | -41.1% | -52.6% | -91.2% |
| All | -93.7% | -38.9% | -54.7% | -91.2% |
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