+274.0%
FTI vs NIO
-38.3%
+312.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +1.9% | -0.2% |
| 7D | -2.3% | -4.1% | +1.8% | -2.0% |
| 30D | +5.0% | -23.2% | +28.3% | +7.4% |
| 3M | +13.8% | -29.9% | +43.8% | +17.2% |
| 6M | +22.9% | -25.1% | +48.0% | +25.1% |
| YTD | +75.0% | -27.5% | +102.4% | +78.3% |
| 1Y | +96.9% | -41.1% | +138.0% | +103.3% |
| 3Y | +276.7% | -63.1% | +339.9% | +290.7% |
| 5Y | +1,157.0% | -90.4% | +1,247.4% | +1,300.1% |
| All | +274.0% | -38.3% | +312.4% | +216.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling