+21.4%
FRSH vs NIO
-54.1%
+75.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +3.4% | -9.7% | -6.1% |
| 7D | -13.8% | -0.6% | -13.2% | -13.8% |
| 30D | +0.3% | -3.5% | +3.8% | +0.2% |
| 3M | +10.1% | -30.7% | +40.8% | +7.5% |
| 6M | +47.7% | -45.6% | +93.3% | +40.1% |
| YTD | +8.2% | -35.3% | +43.5% | +8.7% |
| 1Y | +21.4% | -53.9% | +75.3% | +26.7% |
| All | +21.4% | -54.1% | +75.5% | +26.7% |
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