+34.2%
FND vs NIO
-36.7%
+70.9%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +1.9% |
| 7D | -5.2% | -13.0% | +7.8% | -3.4% |
| 30D | -19.9% | -18.3% | -1.6% | -17.7% |
| 3M | +2.7% | -33.2% | +35.9% | +8.1% |
| 6M | -21.7% | -21.5% | -0.2% | -20.1% |
| YTD | -17.5% | -25.5% | +8.0% | -15.4% |
| 1Y | -39.3% | -38.0% | -1.3% | -36.7% |
| 3Y | -49.8% | -65.5% | +15.7% | -46.2% |
| 5Y | -60.1% | -90.6% | +30.5% | -52.9% |
| All | +34.2% | -36.7% | +70.9% | +27.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling