-61.1%
FISV vs NIO
-37.4%
-23.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.5% |
| 7D | -0.3% | -13.0% | +12.7% | -0.6% |
| 30D | -2.1% | -18.3% | +16.2% | -2.4% |
| 3M | -5.7% | -33.2% | +27.5% | -6.3% |
| 6M | -15.3% | -21.5% | +6.2% | -15.1% |
| YTD | -21.1% | -25.5% | +4.4% | -20.9% |
| 1Y | -61.1% | -38.0% | -23.1% | -61.3% |
| All | -61.1% | -37.4% | -23.7% | -61.3% |
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