+17.9%
MUB vs NIO
-36.8%
+54.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -0.3% | -6.7% | +6.4% | -0.2% |
| 30D | -1.5% | -20.0% | +18.5% | -1.4% |
| 3M | -1.9% | -30.5% | +28.5% | -1.7% |
| 6M | -1.7% | -20.7% | +19.0% | -1.6% |
| YTD | -0.8% | -25.7% | +24.9% | -0.6% |
| 1Y | +1.5% | -38.6% | +40.1% | +1.8% |
| 3Y | +8.8% | -62.3% | +71.0% | +9.1% |
| 5Y | +2.0% | -90.1% | +92.1% | +2.7% |
| All | +17.9% | -36.8% | +54.7% | +15.8% |
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 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