+157.5%
FITB vs NIO
-43.2%
+200.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.4% |
| 7D | -1.1% | +6.9% | -8.0% | -1.7% |
| 30D | +7.3% | -4.7% | +12.1% | +7.8% |
| 3M | -4.0% | -28.1% | +24.1% | -1.3% |
| 6M | +11.9% | -41.7% | +53.6% | +16.8% |
| YTD | +19.0% | -33.1% | +52.1% | +22.0% |
| 1Y | +31.0% | -50.3% | +81.3% | +37.8% |
| 3Y | +143.8% | -54.4% | +198.1% | +148.4% |
| 5Y | +48.9% | -91.6% | +140.5% | +67.6% |
| All | +157.5% | -43.2% | +200.6% | +122.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling