-2.4%
GLD vs NIO
-52.9%
+50.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.8% | +1.1% | -2.4% |
| 7D | +2.8% | +2.8% | 0.0% | +2.6% |
| 30D | -4.0% | -8.4% | +4.4% | -3.4% |
| 3M | -8.2% | -32.0% | +23.7% | -6.1% |
| 6M | -14.8% | -43.9% | +29.1% | -11.9% |
| YTD | -6.8% | -35.7% | +28.9% | -5.0% |
| 1Y | -2.4% | -51.1% | +48.7% | +0.7% |
| All | -2.4% | -52.9% | +50.6% | +0.7% |
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