+104.8%
GLD vs NIO
-62.1%
+166.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.8% | +0.9% |
| 7D | +1.9% | -3.6% | +5.5% | +2.0% |
| 30D | -1.8% | -8.0% | +6.3% | -1.4% |
| 3M | -3.6% | -31.2% | +27.6% | -2.2% |
| 6M | -10.2% | -45.8% | +35.5% | -8.2% |
| YTD | -5.3% | -37.3% | +32.0% | -3.8% |
| 1Y | +2.5% | -56.1% | +58.6% | +5.3% |
| All | +104.8% | -62.1% | +166.9% | +107.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling