+422.2%
HBM vs NIO
-60.1%
+482.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.9% | +3.8% | +0.2% |
| 7D | +2.2% | -14.5% | +16.7% | +6.5% |
| 30D | -11.8% | -15.0% | +3.2% | -8.0% |
| 3M | -19.2% | -35.6% | +16.3% | -9.6% |
| 6M | -22.9% | -55.7% | +32.8% | -5.6% |
| YTD | +7.8% | -43.1% | +50.9% | +23.5% |
| 1Y | +34.9% | -53.5% | +88.4% | +61.6% |
| 3Y | +422.2% | -59.8% | +482.0% | +494.0% |
| All | +422.2% | -60.1% | +482.3% | +494.0% |
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