+81.2%
GSK vs NIO
-36.7%
+117.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.4% | -1.9% |
| 7D | -1.8% | -13.0% | +11.2% | -1.5% |
| 30D | -2.2% | -18.3% | +16.1% | -1.7% |
| 3M | -1.8% | -33.2% | +31.4% | -0.9% |
| 6M | -10.6% | -21.5% | +10.9% | -10.2% |
| YTD | +4.4% | -25.5% | +29.9% | +4.9% |
| 1Y | +30.4% | -38.0% | +68.4% | +31.4% |
| 3Y | +60.1% | -65.5% | +125.5% | +61.7% |
| 5Y | +46.8% | -90.6% | +137.4% | +50.3% |
| All | +81.2% | -36.7% | +117.9% | +75.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling