+365.6%
MUU vs NIO
-55.0%
+420.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.9% | -0.3% | -1.4% |
| 7D | +24.7% | -14.5% | +39.1% | +40.5% |
| 30D | -35.1% | -15.0% | -20.2% | -25.7% |
| 3M | -44.3% | -35.6% | -8.7% | -21.6% |
| 6M | -44.4% | -55.7% | +11.2% | +3.7% |
| YTD | +244.9% | -43.1% | +288.1% | +433.2% |
| 1Y | +365.6% | -53.5% | +419.1% | +826.7% |
| All | +365.6% | -55.0% | +420.6% | +826.7% |
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