+84.9%
HD vs NIO
-36.7%
+121.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.0% |
| 7D | -2.1% | -13.0% | +11.0% | -1.3% |
| 30D | -8.4% | -18.3% | +9.9% | -7.5% |
| 3M | +4.3% | -33.2% | +37.6% | +6.4% |
| 6M | -11.1% | -21.5% | +10.4% | -10.4% |
| YTD | -4.7% | -25.5% | +20.8% | -3.7% |
| 1Y | -19.8% | -38.0% | +18.2% | -18.5% |
| 3Y | +4.1% | -65.5% | +69.6% | +6.7% |
| 5Y | +10.3% | -90.6% | +100.9% | +16.3% |
| All | +84.9% | -36.7% | +121.5% | +74.2% |
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