+103.5%
HD vs NIO
-43.2%
+146.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.3% | +2.9% |
| 7D | +3.6% | +6.9% | -3.3% | +3.2% |
| 30D | +21.6% | -4.7% | +26.3% | +21.8% |
| 3M | +0.1% | -28.1% | +28.2% | +1.8% |
| 6M | +13.0% | -41.7% | +54.7% | +15.9% |
| YTD | +4.9% | -33.1% | +38.1% | +6.6% |
| 1Y | -2.1% | -50.3% | +48.2% | +0.9% |
| 3Y | +32.6% | -54.4% | +86.9% | +34.1% |
| 5Y | +8.2% | -91.6% | +99.8% | +14.8% |
| All | +103.5% | -43.2% | +146.7% | +92.7% |
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