-64.3%
NIO vs FWONK
+44.6%
-108.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.0% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | -18.7% | -7.7% | -11.0% | -16.7% |
| 3M | -29.4% | +5.7% | -35.2% | -30.9% |
| 6M | -32.5% | +13.5% | -46.0% | -35.7% |
| YTD | -27.6% | -3.0% | -24.7% | -27.4% |
| 1Y | -39.2% | -6.4% | -32.8% | -38.2% |
| 3Y | -64.3% | +43.8% | -108.1% | -70.0% |
| All | -64.3% | +44.6% | -108.9% | -70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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