+266.1%
GE vs NIO
-60.1%
+326.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.9% | +5.2% | +0.5% |
| 7D | +2.7% | -14.5% | +17.1% | +3.4% |
| 30D | +8.1% | -15.0% | +23.0% | +8.9% |
| 3M | -7.9% | -35.6% | +27.7% | -6.2% |
| 6M | +12.9% | -55.7% | +68.6% | +16.6% |
| YTD | +8.2% | -43.1% | +51.3% | +10.2% |
| 1Y | +9.7% | -53.5% | +63.2% | +12.4% |
| 3Y | +266.1% | -59.8% | +325.9% | +281.9% |
| All | +266.1% | -60.1% | +326.2% | +281.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling