+1,982.3%
FIX vs NIO
-46.0%
+2,028.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.2% | +6.3% | +5.1% |
| 7D | +6.4% | -1.8% | +8.3% | +6.6% |
| 30D | -29.1% | -6.6% | -22.5% | -28.7% |
| 3M | -31.1% | -29.9% | -1.3% | -29.4% |
| 6M | -42.8% | -46.6% | +3.8% | -40.2% |
| YTD | +24.6% | -36.5% | +61.1% | +28.3% |
| 1Y | +21.9% | -51.1% | +73.1% | +27.8% |
| 3Y | +524.9% | -55.2% | +580.2% | +539.8% |
| 5Y | +1,092.2% | -92.3% | +1,184.5% | +1,216.0% |
| All | +1,982.3% | -46.0% | +2,028.3% | +1,835.9% |
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