+50.4%
HAS vs NIO
-92.2%
+142.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.6% |
| 7D | +2.2% | +6.9% | -4.7% | +1.3% |
| 30D | +29.6% | -4.7% | +34.3% | +30.3% |
| 3M | +30.3% | -28.1% | +58.3% | +35.3% |
| 6M | +25.6% | -41.7% | +67.3% | +33.4% |
| YTD | +50.8% | -33.1% | +84.0% | +56.2% |
| 1Y | +63.0% | -50.3% | +113.3% | +75.2% |
| 3Y | +211.6% | -54.4% | +265.9% | +220.8% |
| 5Y | +50.4% | -91.6% | +142.0% | +74.0% |
| All | +50.4% | -92.2% | +142.6% | +74.0% |
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