+399.9%
GH vs NIO
-38.8%
+438.7%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -2.1% | -6.7% | +4.6% | -0.7% |
| 30D | -4.5% | -20.0% | +15.6% | 0.0% |
| 3M | +28.9% | -30.5% | +59.4% | +38.5% |
| 6M | +76.5% | -20.7% | +97.2% | +82.2% |
| YTD | +57.6% | -25.7% | +83.3% | +64.0% |
| 1Y | +167.5% | -38.6% | +206.1% | +186.5% |
| 3Y | +377.4% | -62.3% | +439.7% | +426.9% |
| 5Y | +23.8% | -90.1% | +113.9% | +59.9% |
| All | +399.9% | -38.8% | +438.7% | +483.2% |
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