-1.9%
HAL vs NIO
-43.5%
+41.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.9% | -6.2% | -0.9% |
| 7D | -12.0% | +5.6% | -17.6% | -12.5% |
| 30D | +0.3% | -4.2% | +4.5% | +0.6% |
| 3M | -1.6% | -26.3% | +24.7% | +1.4% |
| 6M | -20.5% | -42.5% | +22.1% | -16.2% |
| YTD | +14.2% | -33.5% | +47.8% | +17.7% |
| 1Y | +18.9% | -52.7% | +71.5% | +26.8% |
| 3Y | -13.7% | -57.5% | +43.7% | -11.1% |
| 5Y | +42.2% | -92.0% | +134.2% | +66.3% |
| All | -1.9% | -43.5% | +41.6% | -21.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling