+26.0%
FLEX vs NIO
-55.0%
+80.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.9% | +0.9% | -2.4% |
| 7D | +7.5% | -14.5% | +21.9% | +13.0% |
| 30D | -25.3% | -15.0% | -10.3% | -21.2% |
| 3M | -39.7% | -35.6% | -4.1% | -31.5% |
| 6M | -47.9% | -55.7% | +7.8% | -35.0% |
| YTD | +24.1% | -43.1% | +67.2% | +44.2% |
| 1Y | +26.0% | -53.5% | +79.5% | +64.8% |
| All | +26.0% | -55.0% | +80.9% | +64.8% |
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