+56.2%
GWW vs NIO
-52.9%
+109.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.8% | +5.6% | +1.8% |
| 7D | +5.5% | +2.8% | +2.7% | +5.5% |
| 30D | +14.4% | -8.4% | +22.8% | +14.5% |
| 3M | +13.7% | -32.0% | +45.7% | +14.2% |
| 6M | +20.1% | -43.9% | +64.0% | +20.9% |
| YTD | +47.1% | -35.7% | +82.8% | +47.8% |
| 1Y | +56.2% | -51.1% | +107.3% | +55.1% |
| All | +56.2% | -52.9% | +109.2% | +55.1% |
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