+20.0%
HAS vs NIO
-36.7%
+56.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | -0.4% |
| 7D | -1.8% | -13.0% | +11.2% | -0.7% |
| 30D | +2.3% | -18.3% | +20.5% | +3.9% |
| 3M | +10.4% | -33.2% | +43.6% | +13.9% |
| 6M | -3.2% | -21.5% | +18.3% | -1.9% |
| YTD | +15.4% | -25.5% | +40.9% | +17.3% |
| 1Y | +18.8% | -38.0% | +56.8% | +22.0% |
| 3Y | +43.9% | -65.5% | +109.4% | +49.8% |
| 5Y | +13.9% | -90.6% | +104.5% | +23.9% |
| All | +20.0% | -36.7% | +56.7% | +8.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling