-94.3%
FCUV vs NIO
-55.0%
-39.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | -4.9% | +140.9% | +136.0% |
| 7D | +148.8% | -14.5% | +163.2% | +155.0% |
| 30D | +95.0% | -15.0% | +110.0% | +100.1% |
| 3M | +27.8% | -35.6% | +63.4% | +41.6% |
| 6M | +121.0% | -55.7% | +176.6% | +164.4% |
| YTD | -78.1% | -43.1% | -35.0% | -75.9% |
| 1Y | -94.3% | -53.5% | -40.7% | -92.8% |
| All | -94.3% | -55.0% | -39.3% | -92.8% |
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 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