+61.2%
GH vs NIO
-55.0%
+116.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.9% | +2.9% | -1.6% |
| 7D | +0.6% | -14.5% | +15.0% | +1.8% |
| 30D | -6.9% | -15.0% | +8.0% | -5.7% |
| 3M | -4.9% | -35.6% | +30.6% | -1.9% |
| 6M | +54.1% | -55.7% | +109.7% | +61.2% |
| YTD | +48.5% | -43.1% | +91.7% | +56.7% |
| 1Y | +61.2% | -53.5% | +114.7% | +78.9% |
| All | +61.2% | -55.0% | +116.1% | +78.9% |
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