+2,620.0%
MUU vs NIO
-39.0%
+2,659.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.6% | +13.2% | +12.3% |
| 7D | +17.4% | -13.0% | +30.4% | +24.9% |
| 30D | +24.0% | -18.3% | +42.2% | +35.9% |
| 3M | -23.9% | -33.2% | +9.3% | -7.7% |
| 6M | +284.4% | -21.5% | +305.9% | +331.8% |
| YTD | +583.7% | -25.5% | +609.2% | +685.6% |
| 1Y | +2,981.5% | -38.0% | +3,019.5% | +3,746.5% |
| All | +2,620.0% | -39.0% | +2,659.0% | +2,694.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling