-1.2%
FXI vs NIO
-92.1%
+90.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.9% | -5.9% | -1.6% |
| 7D | +5.7% | +5.6% | 0.0% | +4.0% |
| 30D | +4.6% | -4.2% | +8.8% | +5.6% |
| 3M | -2.8% | -26.3% | +23.5% | +5.2% |
| 6M | -6.1% | -42.5% | +36.5% | +8.2% |
| YTD | -8.0% | -33.5% | +25.5% | +0.1% |
| 1Y | -11.3% | -52.7% | +41.3% | +5.7% |
| 3Y | +42.6% | -57.5% | +100.1% | +59.1% |
| All | -1.2% | -92.1% | +90.9% | +48.9% |
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