-37.4%
FISV vs NIO
-93.2%
+55.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.9% | +8.6% | +4.0% |
| 7D | +1.4% | -14.5% | +15.9% | +2.4% |
| 30D | +38.4% | -15.0% | +53.4% | +39.8% |
| 3M | +14.9% | -35.6% | +50.5% | +18.0% |
| 6M | +21.8% | -55.7% | +77.4% | +27.8% |
| YTD | -5.0% | -43.1% | +38.1% | -2.3% |
| 1Y | -1.2% | -53.5% | +52.4% | +3.0% |
| 3Y | -47.5% | -59.8% | +12.3% | -46.5% |
| All | -37.4% | -93.2% | +55.8% | -34.5% |
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 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