+27.7%
GEN vs NIO
-92.1%
+119.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.9% | -8.6% | -3.0% |
| 7D | +2.3% | +5.6% | -3.3% | +2.0% |
| 30D | +33.1% | -4.2% | +37.3% | +33.3% |
| 3M | +6.5% | -26.3% | +32.8% | +8.1% |
| 6M | +53.8% | -42.5% | +96.3% | +58.0% |
| YTD | +11.2% | -33.5% | +44.8% | +13.1% |
| 1Y | +19.4% | -52.7% | +72.0% | +23.5% |
| 3Y | +81.0% | -57.5% | +138.5% | +83.8% |
| All | +27.7% | -92.1% | +119.8% | +44.0% |
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 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