+184.6%
GRMN vs NIO
-62.2%
+246.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.1% |
| 7D | -2.9% | -13.0% | +10.2% | -1.6% |
| 30D | -8.4% | -18.3% | +9.8% | -6.8% |
| 3M | +15.0% | -33.2% | +48.2% | +19.1% |
| 6M | +11.2% | -21.5% | +32.7% | +13.1% |
| YTD | +37.7% | -25.5% | +63.2% | +40.5% |
| 1Y | +18.5% | -38.0% | +56.5% | +22.4% |
| All | +184.6% | -62.2% | +246.8% | +193.2% |
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