+75.2%
HBAN vs NIO
-62.3%
+137.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.6% |
| 7D | +2.1% | -6.7% | +8.7% | +2.5% |
| 30D | -4.5% | -20.0% | +15.5% | -3.2% |
| 3M | +2.6% | -30.5% | +33.0% | +4.9% |
| 6M | +4.7% | -20.7% | +25.5% | +5.5% |
| YTD | -1.5% | -25.7% | +24.1% | -0.5% |
| 1Y | -1.9% | -38.6% | +36.6% | +0.2% |
| 3Y | +75.2% | -62.3% | +137.5% | +83.1% |
| All | +75.2% | -62.3% | +137.5% | +83.1% |
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