+36.4%
FND vs NIO
-46.0%
+82.4%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.6% |
| 7D | -4.4% | -1.8% | -2.6% | -4.2% |
| 30D | +14.5% | -6.6% | +21.1% | +15.6% |
| 3M | -15.6% | -29.9% | +14.3% | -11.5% |
| 6M | +4.7% | -46.6% | +51.3% | +13.3% |
| YTD | -16.1% | -36.5% | +20.3% | -12.2% |
| 1Y | -16.0% | -51.1% | +35.1% | -9.0% |
| 3Y | -35.5% | -55.2% | +19.8% | -33.0% |
| 5Y | -60.5% | -92.3% | +31.8% | -52.1% |
| All | +36.4% | -46.0% | +82.4% | +32.1% |
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