-66.4%
FRSH vs NIO
-92.9%
+26.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.9% | +10.7% | +6.3% |
| 7D | -0.2% | -4.7% | +4.5% | +0.7% |
| 30D | -8.8% | -14.3% | +5.5% | -5.6% |
| 3M | +8.8% | -32.8% | +41.6% | +19.4% |
| 6M | +49.1% | -49.8% | +98.9% | +74.8% |
| YTD | +3.4% | -40.2% | +43.6% | +12.8% |
| 1Y | +8.8% | -52.7% | +61.6% | +26.2% |
| 3Y | -27.4% | -57.9% | +30.5% | -23.6% |
| 5Y | -66.4% | -92.9% | +26.4% | -34.9% |
| All | -66.4% | -92.9% | +26.4% | -34.9% |
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