+534.9%
GEV vs NIO
-26.3%
+561.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.6% | +6.5% | +7.1% |
| 7D | -3.8% | +6.9% | -10.7% | -4.7% |
| 30D | -17.4% | -4.7% | -12.7% | -16.9% |
| 3M | -16.2% | -28.1% | +11.9% | -12.6% |
| 6M | -20.2% | -41.7% | +21.5% | -14.6% |
| YTD | +27.2% | -33.1% | +60.3% | +32.8% |
| 1Y | +44.6% | -50.3% | +94.8% | +56.3% |
| All | +534.9% | -26.3% | +561.3% | +512.6% |
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