-72.3%
FIS vs NIO
-92.9%
+20.6%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -5.9% | -0.3% | -5.6% |
| 7D | -3.5% | -4.7% | +1.2% | -3.1% |
| 30D | -19.4% | -14.3% | -5.1% | -18.4% |
| 3M | -31.6% | -32.8% | +1.3% | -29.2% |
| 6M | -32.5% | -49.8% | +17.3% | -28.4% |
| YTD | -56.0% | -40.2% | -15.8% | -54.4% |
| 1Y | -55.5% | -52.7% | -2.8% | -52.9% |
| 3Y | -41.3% | -57.9% | +16.6% | -39.8% |
| 5Y | -72.3% | -92.9% | +20.6% | -67.4% |
| All | -72.3% | -92.9% | +20.6% | -67.4% |
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