-34.2%
FND vs NIO
-59.9%
+25.7%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.9% | -6.4% | -1.2% |
| 7D | +7.7% | +5.6% | +2.1% | +7.0% |
| 30D | +11.9% | -4.2% | +16.1% | +12.4% |
| 3M | -14.6% | -26.3% | +11.7% | -11.5% |
| 6M | +0.5% | -42.5% | +43.0% | +6.7% |
| YTD | -15.8% | -33.5% | +17.7% | -13.0% |
| 1Y | -12.9% | -52.7% | +39.7% | -5.7% |
| 3Y | -34.2% | -57.5% | +23.3% | -30.8% |
| All | -34.2% | -59.9% | +25.7% | -30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling