-1.8%
GNRC vs NIO
-37.6%
+35.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.2% | +0.7% | -2.2% |
| 7D | -0.7% | -7.3% | +6.5% | 0.0% |
| 30D | -15.8% | -22.5% | +6.7% | -13.7% |
| 3M | -24.0% | -30.9% | +6.9% | -21.2% |
| 6M | -13.8% | -37.2% | +23.4% | -10.2% |
| YTD | +33.2% | -29.8% | +63.0% | +36.8% |
| 1Y | -1.8% | -37.4% | +35.6% | +3.3% |
| All | -1.8% | -37.6% | +35.8% | +3.3% |
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