+86.3%
FOXA vs NIO
-44.1%
+130.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -2.0% |
| 7D | -5.4% | -4.1% | -1.3% | -5.2% |
| 30D | +1.1% | -23.2% | +24.4% | +2.6% |
| 3M | -6.1% | -29.9% | +23.8% | -4.3% |
| 6M | +8.2% | -25.1% | +33.3% | +9.5% |
| YTD | -11.8% | -27.5% | +15.7% | -10.7% |
| 1Y | +9.9% | -41.1% | +51.0% | +12.3% |
| 3Y | +110.7% | -63.1% | +173.9% | +115.9% |
| 5Y | +86.9% | -90.4% | +177.3% | +98.7% |
| All | +86.3% | -44.1% | +130.4% | +58.8% |
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 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