-8.7%
FRSH vs NIO
-37.6%
+28.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | -0.7% |
| 7D | -11.2% | -7.3% | -3.9% | -11.5% |
| 30D | -0.8% | -22.5% | +21.7% | -2.3% |
| 3M | +26.4% | -30.9% | +57.3% | +23.4% |
| 6M | +48.4% | -37.2% | +85.6% | +43.6% |
| YTD | -3.1% | -29.8% | +26.7% | -3.8% |
| 1Y | -8.7% | -37.4% | +28.7% | -8.0% |
| All | -8.7% | -37.6% | +28.9% | -8.0% |
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