-37.5%
FIS vs NIO
-55.4%
+18.0%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.2% | +7.9% | +6.7% |
| 7D | +1.5% | -1.8% | +3.3% | +1.6% |
| 30D | -11.8% | -6.6% | -5.2% | -11.6% |
| 3M | -28.5% | -29.9% | +1.3% | -27.6% |
| 6M | -27.0% | -46.6% | +19.6% | -25.4% |
| YTD | -53.1% | -36.5% | -16.6% | -52.5% |
| 1Y | -52.8% | -51.1% | -1.6% | -51.6% |
| All | -37.5% | -55.4% | +18.0% | -36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling