-2.5%
HAL vs NIO
-64.6%
+62.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.5% |
| 7D | +2.9% | -13.0% | +16.0% | +3.8% |
| 30D | +17.0% | -18.3% | +35.3% | +18.5% |
| 3M | -9.7% | -33.2% | +23.6% | -7.3% |
| 6M | +8.6% | -21.5% | +30.1% | +9.5% |
| YTD | +33.0% | -25.5% | +58.5% | +34.4% |
| 1Y | +68.3% | -38.0% | +106.3% | +72.0% |
| All | -2.5% | -64.6% | +62.1% | +0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling