+518.8%
GEV vs NIO
-30.0%
+548.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.6% |
| 7D | -3.0% | -1.8% | -1.1% | -2.7% |
| 30D | -18.9% | -6.6% | -12.2% | -18.1% |
| 3M | -20.1% | -29.9% | +9.8% | -16.3% |
| 6M | -24.6% | -46.6% | +22.0% | -18.3% |
| YTD | +24.0% | -36.5% | +60.4% | +30.4% |
| 1Y | +40.6% | -51.1% | +91.8% | +52.6% |
| All | +518.8% | -30.0% | +548.8% | +501.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling