-54.7%
NIO vs GPC
+1.3%
-56.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -3.7% |
| 7D | +2.8% | +0.4% | +2.5% | +2.8% |
| 30D | -8.4% | -1.8% | -6.6% | -8.2% |
| 3M | -32.0% | -6.6% | -25.4% | -31.4% |
| 6M | -43.9% | +21.3% | -65.3% | -46.2% |
| YTD | -35.7% | +4.3% | -40.0% | -37.1% |
| 1Y | -51.1% | +3.3% | -54.4% | -52.1% |
| 3Y | -54.7% | +0.8% | -55.5% | -61.5% |
| All | -54.7% | +1.3% | -56.0% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 3y: compounded portfolio wealth divided by compounded GPC 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…
3y analysis · Full analysis span regression · 6 months rolling