+70.3%
HCA vs NIO
-90.3%
+160.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.4% | +7.3% | +5.0% |
| 7D | +4.9% | -4.1% | +9.1% | +5.0% |
| 30D | +1.9% | -23.2% | +25.1% | +2.7% |
| 3M | +12.7% | -29.9% | +42.7% | +13.9% |
| 6M | -22.3% | -25.1% | +2.8% | -21.9% |
| YTD | -9.3% | -27.5% | +18.1% | -8.8% |
| 1Y | +2.7% | -41.1% | +43.8% | +3.9% |
| 3Y | +57.8% | -63.1% | +121.0% | +61.3% |
| 5Y | +70.3% | -90.4% | +160.7% | +78.1% |
| All | +70.3% | -90.3% | +160.6% | +78.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling