-56.4%
FICO vs NIO
-54.1%
-2.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.4% | -6.7% | -3.0% |
| 7D | +0.4% | -0.6% | +1.0% | +0.4% |
| 30D | +1.7% | -3.5% | +5.2% | +1.4% |
| 3M | -33.0% | -30.7% | -2.4% | -35.4% |
| 6M | -33.9% | -45.6% | +11.8% | -38.0% |
| YTD | -58.5% | -35.3% | -23.2% | -59.1% |
| 1Y | -56.4% | -53.9% | -2.4% | -54.9% |
| All | -56.4% | -54.1% | -2.2% | -54.9% |
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