+52.4%
GEV vs NIO
-54.1%
+106.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +3.4% | -12.7% | -9.9% |
| 7D | -5.1% | -0.6% | -4.5% | -5.1% |
| 30D | -15.8% | -3.5% | -12.3% | -15.3% |
| 3M | -18.2% | -30.7% | +12.5% | -12.7% |
| 6M | -22.4% | -45.6% | +23.3% | -13.4% |
| YTD | +27.7% | -35.3% | +63.0% | +36.6% |
| 1Y | +52.4% | -53.9% | +106.3% | +85.8% |
| All | +52.4% | -54.1% | +106.5% | +85.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling