-64.3%
FISV vs NIO
-38.9%
-25.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.4% | -2.0% | -4.4% |
| 7D | -6.4% | -4.1% | -2.3% | -6.5% |
| 30D | -6.8% | -23.2% | +16.4% | -7.4% |
| 3M | -10.0% | -29.9% | +20.0% | -10.6% |
| 6M | -20.6% | -25.1% | +4.5% | -20.5% |
| YTD | -27.6% | -27.5% | -0.1% | -27.5% |
| 1Y | -64.3% | -41.1% | -23.3% | -64.3% |
| All | -64.3% | -38.9% | -25.4% | -64.3% |
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