+34.1%
GEN vs NIO
-93.2%
+127.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.9% | +7.3% | +2.6% |
| 7D | +2.0% | -14.5% | +16.5% | +2.9% |
| 30D | +27.7% | -15.0% | +42.7% | +28.8% |
| 3M | +3.3% | -35.6% | +38.8% | +5.5% |
| 6M | +31.8% | -55.7% | +87.5% | +37.1% |
| YTD | +13.5% | -43.1% | +56.6% | +16.3% |
| 1Y | +16.0% | -53.5% | +69.6% | +20.1% |
| 3Y | +70.6% | -59.8% | +130.4% | +73.5% |
| All | +34.1% | -93.2% | +127.3% | +47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling