+5.8%
HD vs NIO
-92.1%
+97.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.9% | -7.8% | -2.3% |
| 7D | +4.3% | +5.6% | -1.3% | +3.9% |
| 30D | +20.2% | -4.2% | +24.4% | +20.5% |
| 3M | -1.0% | -26.3% | +25.3% | +1.0% |
| 6M | +7.9% | -42.5% | +50.5% | +11.7% |
| YTD | +2.0% | -33.5% | +35.5% | +4.1% |
| 1Y | -4.3% | -52.7% | +48.4% | 0.0% |
| 3Y | +25.9% | -57.5% | +83.4% | +28.6% |
| All | +5.8% | -92.1% | +97.8% | +11.2% |
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 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