+201.7%
GEN vs NIO
-43.2%
+244.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | -0.3% | +6.9% | -7.2% | -0.6% |
| 30D | +28.2% | -4.7% | +32.9% | +28.4% |
| 3M | +2.6% | -28.1% | +30.7% | +4.2% |
| 6M | +32.7% | -41.7% | +74.4% | +35.9% |
| YTD | +11.3% | -33.1% | +44.4% | +12.9% |
| 1Y | +17.9% | -50.3% | +68.2% | +21.3% |
| 3Y | +66.3% | -54.4% | +120.7% | +68.1% |
| 5Y | +31.7% | -91.6% | +123.3% | +40.0% |
| All | +201.7% | -43.2% | +244.9% | +185.0% |
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