+663.2%
FLEX vs NIO
-90.7%
+753.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.7% |
| 7D | -0.9% | -13.0% | +12.1% | +1.2% |
| 30D | -10.1% | -18.3% | +8.1% | -7.5% |
| 3M | -31.3% | -33.2% | +1.9% | -27.2% |
| 6M | +71.3% | -21.5% | +92.8% | +76.5% |
| YTD | +81.2% | -25.5% | +106.7% | +87.8% |
| 1Y | +98.5% | -38.0% | +136.5% | +110.0% |
| 3Y | +428.2% | -65.5% | +493.7% | +477.1% |
| All | +663.2% | -90.7% | +753.9% | +878.8% |
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 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