-62.2%
FIS vs NIO
-90.7%
+28.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.6% | -0.8% |
| 7D | +1.1% | -13.0% | +14.1% | +2.4% |
| 30D | -2.2% | -18.3% | +16.1% | -0.5% |
| 3M | +2.1% | -33.2% | +35.4% | +5.8% |
| 6M | -14.7% | -21.5% | +6.8% | -13.5% |
| YTD | -35.7% | -25.5% | -10.2% | -34.6% |
| 1Y | -37.1% | -38.0% | +0.9% | -35.2% |
| 3Y | -20.0% | -65.5% | +45.4% | -15.2% |
| All | -62.2% | -90.7% | +28.5% | -57.6% |
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