+2,538.2%
MUU vs NIO
-39.2%
+2,577.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.9% |
| 7D | +13.9% | -6.7% | +20.6% | +17.3% |
| 30D | +24.8% | -20.0% | +44.8% | +38.3% |
| 3M | -15.7% | -30.5% | +14.7% | -0.7% |
| 6M | +338.9% | -20.7% | +359.6% | +391.4% |
| YTD | +563.2% | -25.7% | +588.8% | +662.9% |
| 1Y | +2,577.5% | -38.6% | +2,616.1% | +3,257.0% |
| All | +2,538.2% | -39.2% | +2,577.4% | +2,614.2% |
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