+229.4%
HCA vs NIO
-36.7%
+266.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.5% | -1.0% |
| 7D | -3.1% | -13.0% | +10.0% | -2.5% |
| 30D | -1.1% | -18.3% | +17.1% | -0.3% |
| 3M | +12.2% | -33.2% | +45.4% | +14.0% |
| 6M | -25.3% | -21.5% | -3.9% | -24.8% |
| YTD | -12.9% | -25.5% | +12.5% | -12.2% |
| 1Y | -0.9% | -38.0% | +37.1% | +0.4% |
| 3Y | +47.6% | -65.5% | +113.1% | +51.1% |
| 5Y | +67.0% | -90.6% | +157.6% | +77.2% |
| All | +229.4% | -36.7% | +266.0% | +192.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling