+71.6%
FITB vs NIO
-90.7%
+162.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | 0.0% |
| 7D | +0.6% | -13.0% | +13.6% | +2.1% |
| 30D | -4.7% | -18.3% | +13.5% | -2.8% |
| 3M | +6.7% | -33.2% | +39.9% | +11.1% |
| 6M | +12.6% | -21.5% | +34.0% | +14.2% |
| YTD | +19.1% | -25.5% | +44.6% | +21.3% |
| 1Y | +22.6% | -38.0% | +60.6% | +26.8% |
| 3Y | +127.1% | -65.5% | +192.6% | +142.7% |
| All | +71.6% | -90.7% | +162.3% | +111.4% |
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 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