+6.0%
GIS vs NIO
-38.3%
+44.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.6% |
| 7D | -8.6% | -4.1% | -4.5% | -8.6% |
| 30D | -0.5% | -23.2% | +22.8% | -0.5% |
| 3M | +11.9% | -29.9% | +41.8% | +11.8% |
| 6M | -11.6% | -25.1% | +13.5% | -11.6% |
| YTD | -16.3% | -27.5% | +11.1% | -16.3% |
| 1Y | -21.8% | -41.1% | +19.3% | -21.8% |
| 3Y | -35.7% | -63.1% | +27.5% | -35.7% |
| 5Y | -22.9% | -90.4% | +67.5% | -22.9% |
| All | +6.0% | -38.3% | +44.3% | +2.6% |
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 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