+5.9%
GD vs NIO
-54.3%
+60.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.9% | -6.6% | -0.5% |
| 7D | -5.0% | +5.6% | -10.6% | -4.8% |
| 30D | +8.9% | -4.2% | +13.2% | +8.9% |
| 3M | -8.0% | -26.3% | +18.3% | -8.6% |
| 6M | +2.9% | -42.5% | +45.4% | +1.9% |
| YTD | +7.1% | -33.5% | +40.6% | +5.9% |
| 1Y | +5.9% | -52.7% | +58.6% | +7.0% |
| All | +5.9% | -54.3% | +60.2% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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