+127.0%
FITB vs NIO
-64.6%
+191.5%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.1% |
| 7D | +0.6% | -13.0% | +13.6% | +1.5% |
| 30D | -4.7% | -18.3% | +13.5% | -3.6% |
| 3M | +6.7% | -33.2% | +39.9% | +9.3% |
| 6M | +12.6% | -21.5% | +34.0% | +13.4% |
| YTD | +19.1% | -25.5% | +44.6% | +20.3% |
| 1Y | +22.6% | -38.0% | +60.6% | +25.2% |
| All | +127.0% | -64.6% | +191.5% | +147.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling