+28.3%
HD vs NIO
-62.1%
+90.4%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.0% | +1.5% | -1.4% |
| 7D | +6.4% | -3.6% | +10.0% | +6.6% |
| 30D | +22.1% | -8.0% | +30.1% | +22.5% |
| 3M | -0.2% | -31.2% | +31.0% | +1.5% |
| 6M | +12.6% | -45.8% | +58.4% | +15.5% |
| YTD | +3.9% | -37.3% | +41.2% | +5.6% |
| 1Y | -3.7% | -56.1% | +52.4% | -0.5% |
| All | +28.3% | -62.1% | +90.4% | +31.2% |
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