+242.5%
HCA vs NIO
-40.3%
+282.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | 0.0% |
| 7D | +2.9% | -7.3% | +10.2% | +3.3% |
| 30D | +2.4% | -22.5% | +24.9% | +3.5% |
| 3M | +13.0% | -30.9% | +43.9% | +14.8% |
| 6M | -21.4% | -37.2% | +15.8% | -20.0% |
| YTD | -9.5% | -29.8% | +20.3% | -8.5% |
| 1Y | +7.5% | -37.4% | +44.9% | +9.0% |
| 3Y | +57.6% | -64.3% | +121.9% | +60.9% |
| 5Y | +71.1% | -90.6% | +161.7% | +81.5% |
| All | +242.5% | -40.3% | +282.9% | +204.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling