+20.9%
GNRC vs NIO
-54.1%
+75.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +3.4% | -13.0% | -10.0% |
| 7D | -6.0% | -0.6% | -5.4% | -5.9% |
| 30D | -12.0% | -3.5% | -8.5% | -11.5% |
| 3M | -13.4% | -30.7% | +17.3% | -9.4% |
| 6M | -26.4% | -45.6% | +19.3% | -20.7% |
| YTD | +38.8% | -35.3% | +74.1% | +44.6% |
| 1Y | +20.9% | -53.9% | +74.8% | +34.6% |
| All | +20.9% | -54.1% | +75.0% | +34.6% |
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