-51.1%
NIO vs FGI
+50.2%
-101.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.9% | -7.1% | -1.2% |
| 7D | -1.8% | +6.9% | -8.7% | -1.8% |
| 30D | -6.6% | +3.9% | -10.6% | -6.6% |
| 3M | -29.9% | +74.3% | -104.2% | -29.1% |
| 6M | -46.6% | +28.9% | -75.6% | -46.2% |
| YTD | -36.5% | +39.1% | -75.6% | -37.8% |
| 1Y | -51.1% | +49.3% | -100.5% | -54.3% |
| All | -51.1% | +50.2% | -101.3% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling