+54.1%
HBAN vs NIO
-36.7%
+90.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | 0.0% |
| 7D | +0.7% | -13.0% | +13.7% | +1.8% |
| 30D | -3.2% | -18.3% | +15.0% | -1.7% |
| 3M | +4.0% | -33.2% | +37.2% | +7.3% |
| 6M | +3.1% | -21.5% | +24.6% | +4.4% |
| YTD | 0.0% | -25.5% | +25.5% | +1.5% |
| 1Y | -1.2% | -38.0% | +36.8% | +1.4% |
| 3Y | +72.5% | -65.5% | +137.9% | +79.6% |
| 5Y | +39.3% | -90.6% | +129.9% | +53.6% |
| All | +54.1% | -36.7% | +90.8% | +32.4% |
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