+6.4%
FRSH vs NIO
-55.0%
+61.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | -0.3% |
| 7D | +4.6% | -14.5% | +19.1% | +3.8% |
| 30D | -7.5% | -15.0% | +7.5% | -8.1% |
| 3M | -0.1% | -35.6% | +35.5% | -2.5% |
| 6M | +54.5% | -55.7% | +110.2% | +44.5% |
| YTD | +3.4% | -43.1% | +46.6% | +3.3% |
| 1Y | +6.4% | -53.5% | +59.9% | +8.4% |
| All | +6.4% | -55.0% | +61.4% | +8.4% |
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