+289.3%
FN vs NIO
-90.7%
+380.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.7% | +3.4% |
| 7D | -1.7% | -13.0% | +11.4% | +0.4% |
| 30D | -22.0% | -18.3% | -3.7% | -19.6% |
| 3M | -43.0% | -33.2% | -9.8% | -39.4% |
| 6M | -27.7% | -21.5% | -6.3% | -25.2% |
| YTD | -10.5% | -25.5% | +15.0% | -6.7% |
| 1Y | +12.5% | -38.0% | +50.5% | +19.5% |
| 3Y | +153.8% | -65.5% | +219.3% | +177.6% |
| All | +289.3% | -90.7% | +380.0% | +393.2% |
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