-28.0%
HDB vs NIO
-52.9%
+25.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.8% | +4.5% | +1.0% |
| 7D | +12.7% | +2.8% | +9.9% | +12.4% |
| 30D | +16.6% | -8.4% | +25.0% | +17.4% |
| 3M | +10.8% | -32.0% | +42.7% | +13.8% |
| 6M | +3.8% | -43.9% | +47.8% | +7.7% |
| YTD | -28.9% | -35.7% | +6.8% | -27.0% |
| 1Y | -28.0% | -51.1% | +23.1% | -25.1% |
| All | -28.0% | -52.9% | +25.0% | -25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling