+28.1%
HAS vs NIO
-47.2%
+75.3%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.0% | +1.4% | -1.5% |
| 7D | 0.0% | -3.6% | +3.6% | +0.1% |
| 30D | +31.3% | -8.0% | +39.4% | +31.5% |
| 3M | +32.1% | -31.2% | +63.3% | +32.0% |
| 6M | +28.1% | -45.8% | +73.9% | +28.6% |
| All | +28.1% | -47.2% | +75.3% | +28.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling