-30.7%
MUZ vs NIO
-41.9%
+11.2%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +33.9% | -3.0% | +37.0% | +32.4% |
| 7D | +79.0% | -3.6% | +82.6% | +75.9% |
| 30D | +104.4% | -8.0% | +112.4% | +97.7% |
| 3M | +27.0% | -31.2% | +58.1% | +17.8% |
| All | -30.7% | -41.9% | +11.2% | -36.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling