+620.7%
GEV vs NIO
-17.9%
+638.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.2% |
| 7D | +3.3% | -13.0% | +16.3% | +5.2% |
| 30D | -7.5% | -18.3% | +10.8% | -5.0% |
| 3M | -2.2% | -33.2% | +31.0% | +3.1% |
| 6M | +12.1% | -21.5% | +33.6% | +14.9% |
| YTD | +44.4% | -25.5% | +69.9% | +48.7% |
| 1Y | +57.7% | -38.0% | +95.7% | +65.3% |
| All | +620.7% | -17.9% | +638.6% | +585.8% |
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 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