+81.6%
FDX vs NIO
-36.7%
+118.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.4% |
| 7D | -2.5% | -13.0% | +10.5% | -1.3% |
| 30D | +3.8% | -18.3% | +22.1% | +5.7% |
| 3M | -1.3% | -33.2% | +31.9% | +2.3% |
| 6M | +5.0% | -21.5% | +26.5% | +6.6% |
| YTD | +39.6% | -25.5% | +65.1% | +42.2% |
| 1Y | +81.1% | -38.0% | +119.1% | +86.8% |
| 3Y | +63.0% | -65.5% | +128.5% | +70.9% |
| 5Y | +65.6% | -90.6% | +156.2% | +84.8% |
| All | +81.6% | -36.7% | +118.2% | +66.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling