+506.5%
HBM vs NIO
-64.4%
+570.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | 0.0% |
| 7D | +5.5% | -4.1% | +9.7% | +6.7% |
| 30D | +3.3% | -23.2% | +26.5% | +10.5% |
| 3M | +12.7% | -29.9% | +42.6% | +23.2% |
| 6M | +28.2% | -25.1% | +53.3% | +37.6% |
| YTD | +45.3% | -27.5% | +72.8% | +56.4% |
| 1Y | +121.7% | -41.1% | +162.8% | +148.5% |
| All | +506.5% | -64.4% | +570.9% | +623.5% |
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