-22.0%
FND vs NIO
-55.0%
+33.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.9% | +2.7% | -1.9% |
| 7D | -6.8% | -14.5% | +7.6% | -6.1% |
| 30D | +8.0% | -15.0% | +22.9% | +8.8% |
| 3M | -18.9% | -35.6% | +16.6% | -18.3% |
| 6M | +4.7% | -55.7% | +60.3% | +6.2% |
| YTD | -21.6% | -43.1% | +21.6% | -21.5% |
| 1Y | -22.0% | -53.5% | +31.5% | -24.1% |
| All | -22.0% | -55.0% | +33.0% | -24.1% |
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 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