+674.5%
MU vs NIO
-37.2%
+711.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.6% | +7.7% | +6.7% |
| 7D | +9.0% | -13.0% | +22.0% | +14.4% |
| 30D | +13.8% | -18.3% | +32.1% | +22.1% |
| 3M | +2.1% | -33.2% | +35.3% | +18.3% |
| 6M | +153.8% | -21.5% | +175.3% | +172.1% |
| YTD | +256.4% | -25.5% | +281.9% | +289.2% |
| All | +674.5% | -37.2% | +711.7% | +876.7% |
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