-42.3%
FIX vs NIO
-44.5%
+2.3%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +3.4% | -18.5% | -15.7% |
| 7D | -18.9% | -0.6% | -18.3% | -18.7% |
| 30D | -36.3% | -3.5% | -32.8% | -35.6% |
| 3M | -38.5% | -30.7% | -7.8% | -34.2% |
| 6M | -42.3% | -45.6% | +3.4% | -35.7% |
| All | -42.3% | -44.5% | +2.3% | -35.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling