+28.8%
FITB vs NIO
-54.3%
+83.1%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.9% | -6.7% | -0.7% |
| 7D | -1.5% | +5.6% | -7.1% | -1.4% |
| 30D | +5.8% | -4.2% | +10.1% | +5.7% |
| 3M | -6.1% | -26.3% | +20.2% | -6.8% |
| 6M | +5.9% | -42.5% | +48.5% | +4.7% |
| YTD | +16.1% | -33.5% | +49.6% | +14.9% |
| 1Y | +28.8% | -52.7% | +81.5% | +28.6% |
| All | +28.8% | -54.3% | +83.1% | +28.6% |
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 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