+9.4%
GIS vs NIO
-36.7%
+46.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -2.5% |
| 7D | -7.8% | -13.0% | +5.2% | -7.9% |
| 30D | +6.6% | -18.3% | +24.8% | +6.5% |
| 3M | +21.0% | -33.2% | +54.2% | +20.9% |
| 6M | -9.1% | -21.5% | +12.4% | -9.1% |
| YTD | -13.6% | -25.5% | +11.9% | -13.6% |
| 1Y | -18.0% | -38.0% | +20.0% | -18.1% |
| 3Y | -33.7% | -65.5% | +31.8% | -33.8% |
| 5Y | -19.4% | -90.6% | +71.2% | -19.4% |
| All | +9.4% | -36.7% | +46.1% | +5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling