+8.1%
HD vs NIO
-92.0%
+100.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | -0.4% |
| 7D | +5.2% | +2.8% | +2.4% | +5.0% |
| 30D | +20.7% | -8.4% | +29.1% | +21.4% |
| 3M | +0.8% | -32.0% | +32.8% | +3.4% |
| 6M | +12.2% | -43.9% | +56.2% | +16.4% |
| YTD | +4.2% | -35.7% | +39.9% | +6.6% |
| 1Y | -2.6% | -51.1% | +48.6% | +1.6% |
| 3Y | +30.0% | -54.7% | +84.7% | +31.9% |
| 5Y | +8.1% | -91.7% | +99.8% | +13.0% |
| All | +8.1% | -92.0% | +100.1% | +13.0% |
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