+416.7%
FLEX vs NIO
-92.1%
+508.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.9% | -1.4% | +3.6% |
| 7D | -19.3% | +5.6% | -24.9% | -20.0% |
| 30D | -41.5% | -4.2% | -37.3% | -41.1% |
| 3M | -43.1% | -26.3% | -16.8% | -40.4% |
| 6M | -48.2% | -42.5% | -5.7% | -43.9% |
| YTD | +15.5% | -33.5% | +49.0% | +21.9% |
| 1Y | +10.2% | -52.7% | +62.9% | +21.7% |
| 3Y | +256.8% | -57.5% | +314.3% | +278.9% |
| All | +416.7% | -92.1% | +508.7% | +581.6% |
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