-49.2%
NIO vs FHN
+11.9%
-61.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.8% |
| 7D | +6.9% | -0.5% | +7.4% | +6.8% |
| 30D | -4.7% | +1.9% | -6.7% | -4.5% |
| 3M | -28.1% | -6.9% | -21.1% | -28.5% |
| 6M | -41.7% | -3.1% | -38.6% | -41.7% |
| YTD | -33.1% | +0.6% | -33.7% | -34.7% |
| All | -49.2% | +11.9% | -61.1% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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