-73.4%
FRSH vs NIO
-91.8%
+18.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +1.2% |
| 7D | +4.6% | -14.5% | +19.1% | +8.5% |
| 30D | -7.5% | -15.0% | +7.5% | -4.0% |
| 3M | -0.1% | -35.6% | +35.5% | +10.6% |
| 6M | +54.5% | -55.7% | +110.2% | +86.7% |
| YTD | +3.4% | -43.1% | +46.6% | +14.1% |
| 1Y | +6.4% | -53.5% | +59.9% | +23.5% |
| 3Y | -26.3% | -59.8% | +33.6% | -21.6% |
| 5Y | -66.4% | -93.2% | +26.8% | -41.8% |
| All | -73.4% | -91.8% | +18.4% | -54.8% |
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