+5.8%
GD vs NIO
-56.1%
+61.9%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -2.4% |
| 7D | -3.9% | -3.6% | -0.3% | -4.0% |
| 30D | +8.1% | -8.0% | +16.1% | +7.9% |
| 3M | -6.8% | -31.2% | +24.4% | -7.4% |
| 6M | +3.0% | -45.8% | +48.8% | +1.8% |
| YTD | +7.8% | -37.3% | +45.0% | +6.5% |
| 1Y | +5.8% | -56.1% | +61.9% | +7.7% |
| All | +5.8% | -56.1% | +61.9% | +7.7% |
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