+36.6%
GH vs NIO
-92.1%
+128.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.9% | -7.6% | -3.6% |
| 7D | -15.6% | +5.6% | -21.2% | -17.2% |
| 30D | -10.4% | -4.2% | -6.1% | -9.3% |
| 3M | -4.3% | -26.3% | +22.0% | +5.2% |
| 6M | +63.5% | -42.5% | +106.1% | +92.7% |
| YTD | +47.7% | -33.5% | +81.2% | +61.6% |
| 1Y | +56.7% | -52.7% | +109.4% | +91.9% |
| 3Y | +443.9% | -57.5% | +501.3% | +504.6% |
| All | +36.6% | -92.1% | +128.7% | +148.6% |
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