+17.3%
HDB vs NIO
-43.2%
+60.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.1% | +2.6% |
| 7D | +13.7% | +6.9% | +6.8% | +13.2% |
| 30D | +15.8% | -4.7% | +20.6% | +16.2% |
| 3M | +9.2% | -28.1% | +37.3% | +11.7% |
| 6M | +3.2% | -41.7% | +44.9% | +6.8% |
| YTD | -29.4% | -33.1% | +3.8% | -27.8% |
| 1Y | -27.9% | -50.3% | +22.4% | -24.9% |
| 3Y | -5.9% | -54.4% | +48.5% | -4.3% |
| 5Y | -23.5% | -91.6% | +68.1% | -16.2% |
| All | +17.3% | -43.2% | +60.5% | +9.0% |
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 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