+9.0%
HCA vs NIO
-54.1%
+63.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +3.4% | +6.9% | +10.3% |
| 7D | +10.2% | -0.6% | +10.9% | +10.2% |
| 30D | +17.4% | -3.5% | +20.9% | +17.4% |
| 3M | +27.7% | -30.7% | +58.3% | +27.7% |
| 6M | +20.0% | -45.6% | +65.6% | +20.4% |
| YTD | +10.0% | -35.3% | +45.3% | +9.4% |
| 1Y | +9.0% | -53.9% | +62.9% | +17.1% |
| All | +9.0% | -54.1% | +63.1% | +17.1% |
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