+38.8%
FXI vs NIO
-60.1%
+98.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +1.1% |
| 7D | -4.2% | -14.5% | +10.2% | -0.9% |
| 30D | -1.1% | -15.0% | +13.8% | +2.4% |
| 3M | -4.0% | -35.6% | +31.6% | +5.5% |
| 6M | -11.8% | -55.7% | +43.8% | +4.9% |
| YTD | -11.9% | -43.1% | +31.2% | -2.2% |
| 1Y | -16.1% | -53.5% | +37.4% | -2.7% |
| 3Y | +38.8% | -59.8% | +98.6% | +54.5% |
| All | +38.8% | -60.1% | +98.9% | +54.5% |
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