+1,315.7%
MU vs NIO
-90.7%
+1,406.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.6% | +7.7% | +6.4% |
| 7D | +9.0% | -13.0% | +22.0% | +12.3% |
| 30D | +13.8% | -18.3% | +32.1% | +18.8% |
| 3M | +2.1% | -33.2% | +35.3% | +11.4% |
| 6M | +153.8% | -21.5% | +175.3% | +165.4% |
| YTD | +256.4% | -25.5% | +281.9% | +276.2% |
| 1Y | +719.8% | -38.0% | +757.8% | +795.6% |
| 3Y | +1,360.4% | -65.5% | +1,425.8% | +1,569.4% |
| All | +1,315.7% | -90.7% | +1,406.4% | +1,904.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling