+15.5%
GEHC vs NIO
-69.2%
+84.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.3% | -1.1% |
| 7D | -4.0% | -13.0% | +9.0% | -2.7% |
| 30D | -2.0% | -18.3% | +16.3% | 0.0% |
| 3M | +8.0% | -33.2% | +41.2% | +12.1% |
| 6M | -12.8% | -21.5% | +8.7% | -11.4% |
| YTD | -15.9% | -25.5% | +9.6% | -14.3% |
| 1Y | -6.9% | -38.0% | +31.1% | -3.6% |
| 3Y | 0.0% | -65.5% | +65.4% | +4.6% |
| All | +15.5% | -69.2% | +84.6% | +24.1% |
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