+68.3%
HAL vs NIO
-37.4%
+105.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.6% |
| 7D | +2.9% | -13.0% | +16.0% | +2.9% |
| 30D | +17.0% | -18.3% | +35.3% | +17.1% |
| 3M | -9.7% | -33.2% | +23.6% | -9.7% |
| 6M | +8.6% | -21.5% | +30.1% | +8.4% |
| YTD | +33.0% | -25.5% | +58.5% | +32.8% |
| 1Y | +68.3% | -38.0% | +106.3% | +76.5% |
| All | +68.3% | -37.4% | +105.7% | +76.5% |
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