-92.3%
NIO vs GPC
+6.4%
-98.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.0% |
| 7D | -1.8% | -2.1% | +0.3% | -1.1% |
| 30D | -6.6% | -4.5% | -2.1% | -5.3% |
| 3M | -29.9% | -7.7% | -22.2% | -28.2% |
| 6M | -46.6% | +24.3% | -70.9% | -52.0% |
| YTD | -36.5% | +3.5% | -39.9% | -39.6% |
| 1Y | -51.1% | +0.7% | -51.9% | -52.9% |
| 3Y | -55.2% | 0.0% | -55.2% | -60.0% |
| 5Y | -92.3% | +5.8% | -98.2% | -94.5% |
| All | -92.3% | +6.4% | -98.7% | -94.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling