-51.1%
NIO vs FGI
+45.2%
-96.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.1% | -3.7% | -3.8% |
| 7D | +2.8% | -4.1% | +6.9% | +2.8% |
| 30D | -8.4% | -3.4% | -5.0% | -8.4% |
| 3M | -32.0% | +61.8% | -93.7% | -31.3% |
| 6M | -43.9% | +17.0% | -61.0% | -43.6% |
| YTD | -35.7% | +31.4% | -67.1% | -37.1% |
| 1Y | -51.1% | +42.7% | -93.8% | -54.3% |
| All | -51.1% | +45.2% | -96.3% | -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