+65.0%
FDX vs NIO
-54.1%
+119.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.4% | +0.1% | +3.5% |
| 7D | +8.1% | -0.6% | +8.8% | +8.1% |
| 30D | +13.9% | -3.5% | +17.4% | +14.0% |
| 3M | +5.5% | -30.7% | +36.2% | +6.6% |
| 6M | +15.1% | -45.6% | +60.8% | +17.3% |
| YTD | +43.2% | -35.3% | +78.5% | +45.2% |
| 1Y | +65.0% | -53.9% | +119.0% | +73.3% |
| All | +65.0% | -54.1% | +119.2% | +73.3% |
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