+52.6%
HBAN vs NIO
-38.5%
+91.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | +0.5% |
| 7D | -1.0% | -2.9% | +1.9% | -0.8% |
| 30D | -5.6% | -18.7% | +13.1% | -4.0% |
| 3M | -1.1% | -29.4% | +28.3% | +1.6% |
| 6M | +9.9% | -32.5% | +42.4% | +12.8% |
| YTD | -0.9% | -27.6% | +26.7% | +0.8% |
| 1Y | -1.4% | -39.2% | +37.8% | +1.4% |
| 3Y | +78.2% | -64.3% | +142.5% | +85.0% |
| 5Y | +37.0% | -90.3% | +127.3% | +50.8% |
| All | +52.6% | -38.5% | +91.1% | +31.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling