+18.8%
MUB vs NIO
-45.3%
+64.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | -0.4% |
| 7D | +0.6% | +2.8% | -2.2% | +0.6% |
| 30D | +3.4% | -8.4% | +11.8% | +3.5% |
| 3M | -0.7% | -32.0% | +31.3% | -0.4% |
| 6M | -1.0% | -43.9% | +43.0% | -0.6% |
| YTD | 0.0% | -35.7% | +35.7% | +0.3% |
| 1Y | +0.4% | -51.1% | +51.5% | +0.8% |
| 3Y | +10.5% | -54.7% | +65.2% | +10.7% |
| 5Y | +3.1% | -91.7% | +94.8% | +4.0% |
| All | +18.8% | -45.3% | +64.1% | +16.8% |
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