+71.9%
GEN vs NIO
-55.4%
+127.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +2.1% |
| 7D | -0.8% | -1.8% | +1.0% | -0.8% |
| 30D | +31.2% | -6.6% | +37.8% | +31.6% |
| 3M | +6.1% | -29.9% | +36.0% | +7.5% |
| 6M | +38.1% | -46.6% | +84.7% | +41.2% |
| YTD | +14.4% | -36.5% | +50.9% | +16.2% |
| 1Y | +15.1% | -51.1% | +66.3% | +18.0% |
| All | +71.9% | -55.4% | +127.4% | +77.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling