+1,014.6%
MU vs NIO
-92.1%
+1,106.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.2% | +13.1% | +12.2% |
| 7D | +2.0% | -1.8% | +3.8% | +2.6% |
| 30D | -18.0% | -6.6% | -11.3% | -16.6% |
| 3M | -6.6% | -29.9% | +23.3% | +1.0% |
| 6M | +2.0% | -46.6% | +48.7% | +17.0% |
| YTD | +184.5% | -36.5% | +220.9% | +211.2% |
| 1Y | +236.9% | -51.1% | +288.0% | +289.1% |
| 3Y | +987.0% | -55.2% | +1,042.2% | +1,076.4% |
| 5Y | +1,014.6% | -92.3% | +1,106.9% | +1,590.8% |
| All | +1,014.6% | -92.1% | +1,106.7% | +1,590.8% |
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