+18.3%
HDB vs NIO
-46.0%
+64.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.2% |
| 7D | +6.9% | -1.8% | +8.8% | +7.1% |
| 30D | +15.2% | -6.6% | +21.9% | +15.8% |
| 3M | +11.7% | -29.9% | +41.6% | +14.4% |
| 6M | +7.5% | -46.6% | +54.1% | +12.0% |
| YTD | -28.8% | -36.5% | +7.7% | -27.0% |
| 1Y | -29.1% | -51.1% | +22.0% | -26.0% |
| 3Y | -7.0% | -55.2% | +48.2% | -5.3% |
| 5Y | -22.1% | -92.3% | +70.3% | -14.1% |
| All | +18.3% | -46.0% | +64.3% | +10.3% |
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