-75.0%
FRSH vs NIO
-89.5%
+14.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | -0.6% |
| 7D | -6.6% | -2.9% | -3.7% | -5.9% |
| 30D | +2.1% | -18.7% | +20.8% | +7.3% |
| 3M | +29.0% | -29.4% | +58.4% | +40.1% |
| 6M | +48.6% | -32.5% | +81.2% | +60.6% |
| YTD | -2.9% | -27.6% | +24.7% | +1.4% |
| 1Y | -7.9% | -39.2% | +31.3% | -0.9% |
| 3Y | -46.5% | -64.3% | +17.8% | -39.1% |
| All | -75.0% | -89.5% | +14.5% | -59.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling