+201.8%
GEN vs NIO
-36.8%
+238.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.5% | -2.7% |
| 7D | -0.7% | -6.7% | +6.0% | -0.4% |
| 30D | +2.6% | -20.0% | +22.7% | +3.7% |
| 3M | +15.8% | -30.5% | +46.2% | +17.7% |
| 6M | +33.1% | -20.7% | +53.8% | +34.2% |
| YTD | +11.3% | -25.7% | +37.0% | +12.4% |
| 1Y | +1.7% | -38.6% | +40.2% | +3.3% |
| 3Y | +58.1% | -62.3% | +120.4% | +61.1% |
| 5Y | +20.6% | -90.1% | +110.7% | +27.3% |
| All | +201.8% | -36.8% | +238.7% | +183.8% |
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