-80.5%
FCUV vs NIO
-37.4%
-43.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.6% | -12.1% | -13.3% |
| 7D | +62.8% | -13.0% | +75.9% | +68.2% |
| 30D | +66.5% | -18.3% | +84.8% | +74.7% |
| 3M | +459.9% | -33.2% | +493.2% | +510.5% |
| 6M | -12.4% | -21.5% | +9.1% | -8.1% |
| YTD | -47.5% | -25.5% | -22.0% | -44.4% |
| 1Y | -80.5% | -38.0% | -42.5% | -76.7% |
| All | -80.5% | -37.4% | -43.1% | -76.7% |
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 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