+19.7%
HAL vs NIO
-53.4%
+73.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.2% | +4.6% | +3.4% |
| 7D | -0.2% | -1.8% | +1.6% | -0.2% |
| 30D | +1.0% | -6.6% | +7.6% | +1.0% |
| 3M | -2.1% | -29.9% | +27.7% | -2.1% |
| 6M | -17.5% | -46.6% | +29.1% | -17.5% |
| YTD | +18.1% | -36.5% | +54.6% | +17.6% |
| 1Y | +19.7% | -51.1% | +70.9% | +23.7% |
| All | +19.7% | -53.4% | +73.1% | +23.7% |
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 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