+12.1%
GS vs NIO
-54.3%
+66.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.9% | -6.3% | -1.2% |
| 7D | -3.2% | +5.6% | -8.8% | -4.0% |
| 30D | -2.4% | -4.2% | +1.8% | -1.9% |
| 3M | -15.7% | -26.3% | +10.6% | -12.5% |
| 6M | -6.8% | -42.5% | +35.8% | -0.3% |
| YTD | -0.1% | -33.5% | +33.5% | +4.5% |
| 1Y | +12.1% | -52.7% | +64.8% | +22.1% |
| All | +12.1% | -54.3% | +66.3% | +22.1% |
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 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