+32.8%
FAST vs NIO
-54.3%
+87.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.9% | -5.8% | +0.1% |
| 7D | +2.1% | +5.6% | -3.5% | +2.0% |
| 30D | +6.9% | -4.2% | +11.1% | +6.9% |
| 3M | +4.8% | -26.3% | +31.1% | +5.3% |
| 6M | +19.8% | -42.5% | +62.3% | +20.7% |
| YTD | +34.9% | -33.5% | +68.4% | +36.2% |
| 1Y | +32.8% | -52.7% | +85.4% | +37.5% |
| All | +32.8% | -54.3% | +87.0% | +37.5% |
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