-3.9%
GPN vs NIO
-56.9%
+53.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.8% | +7.7% | +4.1% |
| 7D | +3.7% | +2.8% | +0.8% | +3.5% |
| 30D | +23.6% | -8.4% | +32.0% | +24.1% |
| 3M | +18.3% | -32.0% | +50.2% | +20.8% |
| 6M | +47.8% | -43.9% | +91.7% | +52.6% |
| YTD | +32.6% | -35.7% | +68.2% | +35.1% |
| 1Y | +36.0% | -51.1% | +87.1% | +41.3% |
| 3Y | -3.9% | -54.7% | +50.8% | -2.8% |
| All | -3.9% | -56.9% | +53.0% | -2.8% |
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