+2,981.5%
MUU vs NIO
-37.4%
+3,018.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.6% | +13.2% | +12.7% |
| 7D | +17.4% | -13.0% | +30.4% | +28.8% |
| 30D | +24.0% | -18.3% | +42.2% | +42.2% |
| 3M | -23.9% | -33.2% | +9.3% | +2.1% |
| 6M | +284.4% | -21.5% | +305.9% | +348.1% |
| YTD | +583.7% | -25.5% | +609.2% | +731.3% |
| 1Y | +2,981.5% | -38.0% | +3,019.5% | +4,978.8% |
| All | +2,981.5% | -37.4% | +3,018.9% | +4,978.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling