+190.7%
HAS vs NIO
-62.1%
+252.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.0% | +1.4% | -1.4% |
| 7D | 0.0% | -3.6% | +3.6% | +0.3% |
| 30D | +31.3% | -8.0% | +39.4% | +32.2% |
| 3M | +32.1% | -31.2% | +63.3% | +36.1% |
| 6M | +28.1% | -45.8% | +73.9% | +34.5% |
| YTD | +49.1% | -37.3% | +86.4% | +53.7% |
| 1Y | +60.5% | -56.1% | +116.6% | +71.0% |
| All | +190.7% | -62.1% | +252.9% | +209.9% |
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