+121.3%
HBM vs NIO
-37.4%
+158.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.6% | -0.5% |
| 7D | -6.4% | -13.0% | +6.7% | -2.7% |
| 30D | +5.9% | -18.3% | +24.2% | +11.9% |
| 3M | -8.9% | -33.2% | +24.3% | +1.5% |
| 6M | +10.7% | -21.5% | +32.2% | +20.8% |
| YTD | +38.3% | -25.5% | +63.8% | +52.4% |
| 1Y | +121.3% | -38.0% | +159.3% | +170.8% |
| All | +121.3% | -37.4% | +158.7% | +170.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling