+96.7%
GD vs NIO
-92.6%
+189.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -2.3% |
| 7D | -3.9% | -3.6% | -0.3% | -3.8% |
| 30D | +8.1% | -8.0% | +16.1% | +8.3% |
| 3M | -6.8% | -31.2% | +24.4% | -5.9% |
| 6M | +3.0% | -45.8% | +48.8% | +4.5% |
| YTD | +7.8% | -37.3% | +45.0% | +8.7% |
| 1Y | +5.8% | -56.1% | +61.9% | +7.8% |
| 3Y | +55.3% | -61.1% | +116.4% | +56.8% |
| 5Y | +96.7% | -92.4% | +189.1% | +103.4% |
| All | +96.7% | -92.6% | +189.3% | +103.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling