+2,683.6%
MUU vs NIO
-40.6%
+2,724.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.4% | +7.9% | +6.6% |
| 7D | +15.0% | -4.1% | +19.2% | +17.1% |
| 30D | +36.8% | -23.2% | +60.0% | +54.4% |
| 3M | -8.5% | -29.9% | +21.4% | +7.4% |
| 6M | +320.7% | -25.1% | +345.8% | +382.3% |
| YTD | +599.7% | -27.5% | +627.1% | +713.4% |
| 1Y | +2,569.2% | -41.1% | +2,610.3% | +3,298.2% |
| All | +2,683.6% | -40.6% | +2,724.2% | +2,793.7% |
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 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