+77.7%
FOXA vs NIO
-92.2%
+169.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.5% |
| 7D | +7.9% | +6.9% | +1.0% | +7.3% |
| 30D | +8.5% | -4.7% | +13.2% | +8.8% |
| 3M | +6.2% | -28.1% | +34.2% | +8.6% |
| 6M | +8.0% | -41.7% | +49.7% | +11.9% |
| YTD | -6.5% | -33.1% | +26.6% | -4.5% |
| 1Y | +3.6% | -50.3% | +53.9% | +8.0% |
| 3Y | +136.0% | -54.4% | +190.4% | +139.9% |
| 5Y | +77.7% | -91.6% | +169.3% | +92.9% |
| All | +77.7% | -92.2% | +169.9% | +92.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling