+2.6%
MUB vs NIO
-93.2%
+95.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.6% | -0.3% |
| 7D | -1.3% | -14.5% | +13.2% | -1.1% |
| 30D | +2.2% | -15.0% | +17.1% | +2.3% |
| 3M | -1.6% | -35.6% | +33.9% | -1.2% |
| 6M | -1.3% | -55.7% | +54.4% | -0.6% |
| YTD | -0.7% | -43.1% | +42.5% | -0.2% |
| 1Y | -0.2% | -53.5% | +53.3% | +0.4% |
| 3Y | +9.6% | -59.8% | +69.5% | +9.9% |
| All | +2.6% | -93.2% | +95.8% | +2.9% |
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