-26.3%
FRSH vs NIO
-58.0%
+31.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.9% | +10.7% | +5.4% |
| 7D | -0.2% | -4.7% | +4.5% | +0.1% |
| 30D | -8.8% | -14.3% | +5.5% | -7.6% |
| 3M | +8.8% | -32.8% | +41.6% | +12.6% |
| 6M | +49.1% | -49.8% | +98.9% | +57.9% |
| YTD | +3.4% | -40.2% | +43.6% | +6.8% |
| 1Y | +8.8% | -52.7% | +61.6% | +15.6% |
| All | -26.3% | -58.0% | +31.8% | -21.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling