+14.3%
HAL vs NIO
-36.7%
+50.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.4% |
| 7D | +2.9% | -13.0% | +16.0% | +4.4% |
| 30D | +17.0% | -18.3% | +35.3% | +19.4% |
| 3M | -9.7% | -33.2% | +23.6% | -5.9% |
| 6M | +8.6% | -21.5% | +30.1% | +10.4% |
| YTD | +33.0% | -25.5% | +58.5% | +35.5% |
| 1Y | +68.3% | -38.0% | +106.3% | +73.9% |
| 3Y | +0.1% | -65.5% | +65.6% | +5.4% |
| 5Y | +102.6% | -90.6% | +193.2% | +132.8% |
| All | +14.3% | -36.7% | +50.9% | -9.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling