+57.7%
HAS vs NIO
-55.0%
+112.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.2% | -0.6% |
| 7D | +1.4% | -14.5% | +15.8% | +2.0% |
| 30D | +26.3% | -15.0% | +41.2% | +27.0% |
| 3M | +25.6% | -35.6% | +61.2% | +27.0% |
| 6M | +30.3% | -55.7% | +85.9% | +33.0% |
| YTD | +50.4% | -43.1% | +93.5% | +53.5% |
| 1Y | +57.7% | -53.5% | +111.2% | +62.1% |
| All | +57.7% | -55.0% | +112.7% | +62.1% |
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