+157.4%
GS vs NIO
-92.0%
+249.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.3% | +0.8% |
| 7D | +1.6% | +2.8% | -1.2% | +1.3% |
| 30D | +1.7% | -8.4% | +10.0% | +2.6% |
| 3M | -11.6% | -32.0% | +20.4% | -8.1% |
| 6M | -1.9% | -43.9% | +42.0% | +3.7% |
| YTD | +5.1% | -35.7% | +40.8% | +9.1% |
| 1Y | +16.4% | -51.1% | +67.5% | +24.0% |
| 3Y | +199.0% | -54.7% | +253.6% | +206.6% |
| 5Y | +157.4% | -91.7% | +249.1% | +202.7% |
| All | +157.4% | -92.0% | +249.4% | +202.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling