-64.8%
NIO vs FHN
+118.6%
-183.4%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.5% |
| 7D | -13.0% | +1.2% | -14.2% | -13.3% |
| 30D | -18.3% | -4.7% | -13.6% | -17.3% |
| 3M | -33.2% | +3.5% | -36.8% | -34.0% |
| 6M | -21.5% | +7.8% | -29.3% | -23.7% |
| YTD | -25.5% | +5.9% | -31.4% | -27.4% |
| 1Y | -38.0% | +12.5% | -50.5% | -40.9% |
| All | -64.8% | +118.6% | -183.4% | -76.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling