+210.2%
GEN vs NIO
-46.0%
+256.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +2.2% |
| 7D | -0.8% | -1.8% | +1.0% | -0.7% |
| 30D | +31.2% | -6.6% | +37.8% | +31.6% |
| 3M | +6.1% | -29.9% | +36.0% | +7.8% |
| 6M | +38.1% | -46.6% | +84.7% | +42.1% |
| YTD | +14.4% | -36.5% | +50.9% | +16.4% |
| 1Y | +15.1% | -51.1% | +66.3% | +18.5% |
| 3Y | +68.5% | -55.2% | +123.8% | +70.4% |
| 5Y | +35.8% | -92.3% | +128.1% | +45.1% |
| All | +210.2% | -46.0% | +256.2% | +193.7% |
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