-21.7%
FN vs NIO
-51.1%
+29.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.6% | +11.3% | +11.6% |
| 7D | +16.3% | +6.9% | +9.4% | +13.1% |
| 30D | -24.7% | -4.7% | -20.0% | -22.9% |
| 3M | -34.9% | -28.1% | -6.9% | -25.0% |
| 6M | -41.1% | -41.7% | +0.6% | -25.8% |
| YTD | -19.6% | -33.1% | +13.5% | -7.1% |
| All | -21.7% | -51.1% | +29.4% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling