+125.1%
HCA vs NIO
-55.4%
+180.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.3% |
| 7D | -0.9% | -1.8% | +0.9% | -0.9% |
| 30D | +10.3% | -6.6% | +17.0% | +10.3% |
| 3M | +23.2% | -29.9% | +53.1% | +23.2% |
| 6M | +19.1% | -46.6% | +65.8% | +19.1% |
| YTD | +9.0% | -36.5% | +45.4% | +8.9% |
| 1Y | +10.2% | -51.1% | +61.3% | +10.0% |
| All | +125.1% | -55.4% | +180.5% | +128.2% |
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