+1,893.6%
MU vs NIO
-46.0%
+1,939.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.2% | +13.1% | +12.1% |
| 7D | +2.0% | -1.8% | +3.8% | +2.4% |
| 30D | -18.0% | -6.6% | -11.3% | -17.0% |
| 3M | -6.6% | -29.9% | +23.3% | -1.0% |
| 6M | +2.0% | -46.6% | +48.7% | +13.1% |
| YTD | +184.5% | -36.5% | +220.9% | +204.4% |
| 1Y | +236.9% | -51.1% | +288.0% | +275.7% |
| 3Y | +987.0% | -55.2% | +1,042.2% | +1,055.7% |
| 5Y | +1,014.6% | -92.3% | +1,106.9% | +1,326.1% |
| All | +1,893.6% | -46.0% | +1,939.6% | +1,765.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling