+268.6%
GE vs NIO
-59.9%
+328.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.9% | -3.2% | +2.4% |
| 7D | +7.1% | +5.6% | +1.5% | +6.8% |
| 30D | +6.5% | -4.2% | +10.7% | +6.6% |
| 3M | -13.6% | -26.3% | +12.7% | -12.6% |
| 6M | +6.0% | -42.5% | +48.5% | +8.2% |
| YTD | +5.4% | -33.5% | +38.9% | +6.6% |
| 1Y | +6.5% | -52.7% | +59.1% | +8.8% |
| 3Y | +268.6% | -57.5% | +326.1% | +277.9% |
| All | +268.6% | -59.9% | +328.5% | +277.9% |
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