+59.2%
HAL vs NIO
-93.2%
+152.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.9% | +8.0% | +3.5% |
| 7D | +6.1% | -14.5% | +20.5% | +7.3% |
| 30D | +2.9% | -15.0% | +17.8% | +4.1% |
| 3M | +3.3% | -35.6% | +38.9% | +6.7% |
| 6M | -16.9% | -55.7% | +38.7% | -11.8% |
| YTD | +21.2% | -43.1% | +64.3% | +25.3% |
| 1Y | +27.5% | -53.5% | +81.1% | +34.0% |
| 3Y | -6.4% | -59.8% | +53.4% | -4.1% |
| All | +59.2% | -93.2% | +152.4% | +90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling