+1,000.7%
MUU vs NIO
-45.6%
+1,046.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +5.9% | +3.3% | +6.3% |
| 7D | -42.8% | +5.6% | -48.4% | -43.9% |
| 30D | -63.6% | -4.2% | -59.4% | -62.5% |
| 3M | -48.5% | -26.3% | -22.2% | -40.2% |
| 6M | -36.9% | -42.5% | +5.6% | -16.6% |
| YTD | +176.7% | -33.5% | +210.2% | +238.6% |
| 1Y | +266.3% | -52.7% | +318.9% | +409.7% |
| All | +1,000.7% | -45.6% | +1,046.2% | +1,104.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling