+50.0%
GM vs NIO
-92.1%
+142.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.5% | +0.4% |
| 7D | -3.8% | -1.8% | -2.0% | -3.6% |
| 30D | +7.9% | -6.6% | +14.6% | +9.0% |
| 3M | -0.3% | -29.9% | +29.6% | +5.1% |
| 6M | +18.6% | -46.6% | +65.2% | +29.9% |
| YTD | +10.0% | -36.5% | +46.5% | +16.3% |
| 1Y | +25.9% | -51.1% | +77.0% | +38.4% |
| 3Y | +241.2% | -55.2% | +296.5% | +253.3% |
| 5Y | +50.0% | -92.3% | +142.4% | +104.1% |
| All | +50.0% | -92.1% | +142.1% | +104.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling