+43.8%
HBAN vs NIO
-49.2%
+92.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.9% | +4.9% | -0.5% |
| 7D | +0.8% | -4.7% | +5.5% | +1.1% |
| 30D | +3.2% | -14.3% | +17.5% | +4.5% |
| 3M | -11.1% | -32.8% | +21.8% | -8.2% |
| 6M | +1.2% | -49.8% | +51.0% | +6.6% |
| YTD | -6.7% | -40.2% | +33.5% | -3.7% |
| 1Y | +2.4% | -52.7% | +55.1% | +7.7% |
| 3Y | +73.3% | -57.9% | +131.1% | +77.3% |
| 5Y | +20.7% | -92.9% | +113.6% | +36.2% |
| All | +43.8% | -49.2% | +92.9% | +25.7% |
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