+210.3%
GEN vs NIO
-36.7%
+247.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -2.1% |
| 7D | -1.2% | -13.0% | +11.9% | -0.5% |
| 30D | +10.1% | -18.3% | +28.4% | +11.2% |
| 3M | +16.1% | -33.2% | +49.3% | +18.2% |
| 6M | +38.9% | -21.5% | +60.3% | +40.0% |
| YTD | +14.4% | -25.5% | +39.9% | +15.6% |
| 1Y | +5.9% | -38.0% | +43.9% | +7.6% |
| 3Y | +58.8% | -65.5% | +124.2% | +62.5% |
| 5Y | +24.7% | -90.6% | +115.3% | +31.8% |
| All | +210.3% | -36.7% | +247.0% | +191.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling