-0.3%
FERG vs NIO
-38.9%
+38.6%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.2% |
| 7D | +0.9% | -4.1% | +5.0% | +1.3% |
| 30D | -15.1% | -23.2% | +8.2% | -13.2% |
| 3M | -4.8% | -29.9% | +25.1% | -2.1% |
| 6M | -2.5% | -25.1% | +22.6% | -0.5% |
| YTD | +1.8% | -27.5% | +29.3% | +4.0% |
| 1Y | -0.3% | -41.1% | +40.8% | +3.9% |
| All | -0.3% | -38.9% | +38.6% | +3.9% |
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