+46.3%
FE vs NIO
-92.1%
+138.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.9% | -7.4% | -1.6% |
| 7D | -1.0% | +5.6% | -6.6% | -1.1% |
| 30D | +4.1% | -4.2% | +8.4% | +4.2% |
| 3M | -1.0% | -26.3% | +25.3% | -0.4% |
| 6M | +4.0% | -42.5% | +46.5% | +5.2% |
| YTD | +6.8% | -33.5% | +40.4% | +7.5% |
| 1Y | +5.3% | -52.7% | +57.9% | +6.8% |
| 3Y | +44.6% | -57.5% | +102.0% | +45.5% |
| All | +46.3% | -92.1% | +138.4% | +51.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling