+938.2%
MU vs NIO
-93.2%
+1,031.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.9% | +2.4% | -1.4% |
| 7D | +12.8% | -14.5% | +27.3% | +16.7% |
| 30D | -14.9% | -15.0% | +0.1% | -11.7% |
| 3M | -18.0% | -35.6% | +17.5% | -9.7% |
| 6M | -3.1% | -55.7% | +52.5% | +15.7% |
| YTD | +172.9% | -43.1% | +216.0% | +206.0% |
| 1Y | +228.8% | -53.5% | +282.4% | +284.5% |
| 3Y | +950.8% | -59.8% | +1,010.7% | +1,064.7% |
| All | +938.2% | -93.2% | +1,031.4% | +1,485.0% |
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