-20.0%
GIS vs NIO
-52.9%
+33.0%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.8% | +3.0% | -1.0% |
| 7D | +1.5% | +2.8% | -1.3% | +1.7% |
| 30D | +9.2% | -8.4% | +17.6% | +8.7% |
| 3M | -5.4% | -32.0% | +26.6% | -7.2% |
| 6M | +3.4% | -43.9% | +47.4% | +0.7% |
| YTD | -20.5% | -35.7% | +15.2% | -20.4% |
| 1Y | -20.0% | -51.1% | +31.1% | -21.0% |
| All | -20.0% | -52.9% | +33.0% | -21.0% |
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