-72.3%
FLNC vs NIO
-90.9%
+18.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.2% | -1.0% | -2.7% |
| 7D | -5.0% | -7.3% | +2.3% | -1.4% |
| 30D | -26.1% | -22.5% | -3.6% | -16.6% |
| 3M | -55.2% | -30.9% | -24.3% | -46.6% |
| 6M | -42.6% | -37.2% | -5.4% | -29.1% |
| YTD | -51.0% | -29.8% | -21.2% | -43.8% |
| 1Y | +43.3% | -37.4% | +80.8% | +72.2% |
| 3Y | -63.4% | -64.3% | +0.9% | -48.5% |
| All | -72.3% | -90.9% | +18.6% | -31.9% |
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