+35.2%
HBAN vs NIO
-90.3%
+125.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.5% |
| 7D | -1.5% | -4.1% | +2.7% | -1.1% |
| 30D | -5.5% | -23.2% | +17.7% | -3.1% |
| 3M | -0.2% | -29.9% | +29.7% | +3.1% |
| 6M | +5.2% | -25.1% | +30.3% | +7.1% |
| YTD | -2.3% | -27.5% | +25.2% | -0.4% |
| 1Y | -2.2% | -41.1% | +38.9% | +1.4% |
| 3Y | +73.8% | -63.1% | +137.0% | +82.1% |
| 5Y | +35.2% | -90.4% | +125.6% | +58.2% |
| All | +35.2% | -90.3% | +125.5% | +58.2% |
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