-90.6%
NIO vs FWONK
+95.7%
-186.3%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -2.4% |
| 7D | -7.3% | -1.5% | -5.7% | -6.4% |
| 30D | -22.5% | -6.8% | -15.7% | -19.3% |
| 3M | -30.9% | +7.7% | -38.6% | -34.4% |
| 6M | -37.2% | +11.0% | -48.2% | -41.8% |
| YTD | -29.8% | -3.1% | -26.7% | -29.6% |
| 1Y | -37.4% | -3.5% | -33.9% | -37.1% |
| 3Y | -64.3% | +44.6% | -108.9% | -75.2% |
| 5Y | -90.6% | +98.3% | -188.8% | -95.5% |
| All | -90.6% | +95.7% | -186.3% | -95.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling