-53.9%
FIS vs NIO
-54.3%
+0.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.9% | -8.2% | -2.0% |
| 7D | -25.5% | +5.6% | -31.1% | -25.2% |
| 30D | -15.1% | -4.2% | -10.8% | -14.8% |
| 3M | -32.1% | -26.3% | -5.8% | -32.1% |
| 6M | -36.1% | -42.5% | +6.5% | -36.0% |
| YTD | -55.4% | -33.5% | -21.9% | -55.1% |
| 1Y | -53.9% | -52.7% | -1.2% | -51.8% |
| All | -53.9% | -54.3% | +0.4% | -51.8% |
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