+115.1%
HCA vs NIO
-92.4%
+207.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.4% |
| 7D | -0.9% | -1.8% | +0.9% | -0.9% |
| 30D | +10.3% | -6.6% | +17.0% | +10.6% |
| 3M | +23.2% | -29.9% | +53.1% | +24.5% |
| 6M | +19.1% | -46.6% | +65.8% | +21.3% |
| YTD | +9.0% | -36.5% | +45.4% | +10.1% |
| 1Y | +10.2% | -51.1% | +61.3% | +12.2% |
| 3Y | +122.4% | -55.2% | +177.6% | +124.5% |
| All | +115.1% | -92.4% | +207.6% | +132.1% |
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