+42.5%
FND vs NIO
-43.2%
+85.6%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.6% | +3.5% | +4.0% |
| 7D | +8.5% | +6.9% | +1.6% | +7.6% |
| 30D | +17.2% | -4.7% | +22.0% | +18.0% |
| 3M | -14.9% | -28.1% | +13.1% | -11.2% |
| 6M | +3.1% | -41.7% | +44.8% | +10.1% |
| YTD | -12.4% | -33.1% | +20.7% | -8.9% |
| 1Y | -10.0% | -50.3% | +40.3% | -2.7% |
| 3Y | -31.3% | -54.4% | +23.0% | -28.9% |
| 5Y | -60.3% | -91.6% | +31.3% | -52.4% |
| All | +42.5% | -43.2% | +85.6% | +37.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling