+483.7%
GE vs NIO
-36.7%
+520.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.6% | +1.2% |
| 7D | -1.6% | -13.0% | +11.4% | -0.5% |
| 30D | -11.6% | -18.3% | +6.7% | -10.1% |
| 3M | +3.0% | -33.2% | +36.2% | +6.4% |
| 6M | -0.5% | -21.5% | +21.0% | +0.8% |
| YTD | +9.7% | -25.5% | +35.2% | +11.6% |
| 1Y | +20.0% | -38.0% | +58.0% | +23.5% |
| 3Y | +275.8% | -65.5% | +341.3% | +292.3% |
| 5Y | +429.1% | -90.6% | +519.7% | +488.8% |
| All | +483.7% | -36.7% | +520.4% | +403.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling