-42.6%
NIO vs FWONK
+178.3%
-220.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -6.7% | -2.1% | -4.6% | -5.8% |
| 30D | -20.0% | -7.7% | -12.4% | -17.2% |
| 3M | -30.5% | +9.3% | -39.8% | -33.4% |
| 6M | -20.7% | +13.3% | -34.1% | -25.5% |
| YTD | -25.7% | -3.6% | -22.1% | -25.3% |
| 1Y | -38.6% | -6.8% | -31.8% | -37.2% |
| 3Y | -62.3% | +43.9% | -106.1% | -69.4% |
| 5Y | -90.1% | +94.4% | -184.5% | -92.7% |
| All | -42.6% | +178.3% | -220.9% | -64.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling