+14.7%
GTLB vs NIO
-37.4%
+52.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.6% | +1.0% |
| 7D | +11.1% | -13.0% | +24.1% | +10.8% |
| 30D | +37.8% | -18.3% | +56.1% | +37.4% |
| 3M | +61.6% | -33.2% | +94.8% | +60.3% |
| 6M | +98.9% | -21.5% | +120.4% | +96.1% |
| YTD | +32.8% | -25.5% | +58.3% | +31.7% |
| 1Y | +14.7% | -38.0% | +52.7% | +21.2% |
| All | +14.7% | -37.4% | +52.1% | +21.2% |
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 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