-18.0%
GIS vs NIO
-37.4%
+19.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -2.6% |
| 7D | -7.8% | -13.0% | +5.2% | -8.7% |
| 30D | +6.6% | -18.3% | +24.8% | +5.2% |
| 3M | +21.0% | -33.2% | +54.2% | +18.3% |
| 6M | -9.1% | -21.5% | +12.4% | -9.3% |
| YTD | -13.6% | -25.5% | +11.9% | -13.8% |
| 1Y | -18.0% | -38.0% | +20.0% | -19.6% |
| All | -18.0% | -37.4% | +19.4% | -19.6% |
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 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