+86.1%
FICO vs NIO
-92.6%
+178.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.0% | +3.9% | +1.2% |
| 7D | -0.3% | -3.6% | +3.4% | 0.0% |
| 30D | +1.7% | -8.0% | +9.8% | +2.3% |
| 3M | -35.2% | -31.2% | -4.0% | -33.1% |
| 6M | -33.7% | -45.8% | +12.1% | -30.4% |
| YTD | -58.2% | -37.3% | -20.9% | -57.0% |
| 1Y | -56.6% | -56.1% | -0.5% | -53.8% |
| 3Y | -24.0% | -61.1% | +37.1% | -21.3% |
| 5Y | +86.1% | -92.4% | +178.5% | +97.6% |
| All | +86.1% | -92.6% | +178.7% | +97.6% |
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