-60.2%
FLNC vs NIO
-64.4%
+4.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -2.4% | -6.0% | -7.3% |
| 7D | -4.2% | -4.1% | 0.0% | -2.3% |
| 30D | -20.0% | -23.2% | +3.2% | -10.0% |
| 3M | -56.9% | -29.9% | -26.9% | -49.4% |
| 6M | -35.5% | -25.1% | -10.4% | -27.2% |
| YTD | -48.8% | -27.5% | -21.4% | -42.3% |
| 1Y | +49.3% | -41.1% | +90.3% | +82.6% |
| All | -60.2% | -64.4% | +4.2% | -45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling