+2.2%
FXI vs NIO
-43.2%
+45.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | +4.4% | +6.9% | -2.5% | +3.2% |
| 30D | +1.2% | -4.7% | +6.0% | +1.9% |
| 3M | -4.2% | -28.1% | +23.9% | +0.9% |
| 6M | -6.2% | -41.7% | +35.5% | +1.8% |
| YTD | -8.8% | -33.1% | +24.3% | -4.0% |
| 1Y | -11.6% | -50.3% | +38.7% | -2.6% |
| 3Y | +45.1% | -54.4% | +99.5% | +53.8% |
| 5Y | -1.2% | -91.6% | +90.4% | +21.1% |
| All | +2.2% | -43.2% | +45.4% | +3.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling