-64.8%
NIO vs FGI
-4.4%
-60.5%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +7.5% | -9.1% | -1.6% |
| 7D | -13.0% | +0.5% | -13.6% | -13.1% |
| 30D | -18.3% | +65.4% | -83.7% | -19.1% |
| 3M | -33.2% | +23.5% | -56.7% | -33.7% |
| 6M | -21.5% | +60.5% | -82.0% | -23.9% |
| YTD | -25.5% | +30.0% | -55.5% | -27.4% |
| 1Y | -38.0% | +82.1% | -120.1% | -41.2% |
| All | -64.8% | -4.4% | -60.5% | -64.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling