-7.5%
HDB vs NIO
-60.1%
+52.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.4% | +0.8% |
| 7D | +2.7% | -14.5% | +17.2% | +3.8% |
| 30D | +14.1% | -15.0% | +29.1% | +15.3% |
| 3M | +11.8% | -35.6% | +47.4% | +14.8% |
| 6M | +8.2% | -55.7% | +63.8% | +13.3% |
| YTD | -29.3% | -43.1% | +13.8% | -27.2% |
| 1Y | -28.8% | -53.5% | +24.7% | -25.9% |
| 3Y | -7.5% | -59.8% | +52.4% | -2.9% |
| All | -7.5% | -60.1% | +52.6% | -2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling