+44.2%
GEV vs NIO
-55.0%
+99.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.9% | +3.0% | -0.9% |
| 7D | +3.7% | -14.5% | +18.2% | +6.8% |
| 30D | -14.7% | -15.0% | +0.3% | -12.1% |
| 3M | -23.4% | -35.6% | +12.1% | -17.0% |
| 6M | -24.3% | -55.7% | +31.3% | -11.9% |
| YTD | +23.2% | -43.1% | +66.3% | +35.1% |
| 1Y | +44.2% | -53.5% | +97.8% | +72.5% |
| All | +44.2% | -55.0% | +99.2% | +72.5% |
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