+3.0%
GD vs NIO
-47.2%
+50.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -2.6% |
| 7D | -3.9% | -3.6% | -0.3% | -4.1% |
| 30D | +8.1% | -8.0% | +16.1% | +7.4% |
| 3M | -6.8% | -31.2% | +24.4% | -9.6% |
| 6M | +3.0% | -45.8% | +48.8% | -3.3% |
| All | +3.0% | -47.2% | +50.2% | -3.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling