+60.2%
HAS vs NIO
-54.3%
+114.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.9% | -6.5% | -0.7% |
| 7D | -0.2% | +5.6% | -5.8% | -0.3% |
| 30D | +31.0% | -4.2% | +35.3% | +31.1% |
| 3M | +30.7% | -26.3% | +57.0% | +31.4% |
| 6M | +23.9% | -42.5% | +66.4% | +25.3% |
| YTD | +48.3% | -33.5% | +81.8% | +50.4% |
| 1Y | +60.2% | -52.7% | +112.9% | +60.8% |
| All | +60.2% | -54.3% | +114.5% | +60.8% |
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 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