+479.9%
GE vs NIO
-36.8%
+516.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +1.2% | -6.7% | +7.8% | +1.7% |
| 30D | -9.5% | -20.0% | +10.5% | -7.8% |
| 3M | +4.1% | -30.5% | +34.6% | +7.2% |
| 6M | +3.9% | -20.7% | +24.6% | +5.3% |
| YTD | +9.0% | -25.7% | +34.7% | +10.9% |
| 1Y | +21.9% | -38.6% | +60.5% | +25.5% |
| 3Y | +281.8% | -62.3% | +344.0% | +295.3% |
| 5Y | +436.7% | -90.1% | +526.8% | +494.9% |
| All | +479.9% | -36.8% | +516.7% | +400.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling