+466.6%
FLEX vs NIO
-92.0%
+558.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.8% | +1.2% | -2.1% |
| 7D | -13.6% | +2.8% | -16.5% | -14.0% |
| 30D | -36.5% | -8.4% | -28.1% | -35.6% |
| 3M | -36.4% | -32.0% | -4.5% | -32.6% |
| 6M | -46.5% | -43.9% | -2.5% | -41.8% |
| YTD | +25.9% | -35.7% | +61.6% | +33.6% |
| 1Y | +19.6% | -51.1% | +70.7% | +31.6% |
| 3Y | +287.0% | -54.7% | +341.7% | +307.0% |
| 5Y | +466.6% | -91.7% | +558.3% | +632.3% |
| All | +466.6% | -92.0% | +558.6% | +632.3% |
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