-24.8%
HDB vs NIO
-62.6%
+37.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | -0.3% |
| 7D | +0.4% | -13.0% | +13.5% | +1.3% |
| 30D | -2.8% | -18.3% | +15.5% | -1.7% |
| 3M | -3.5% | -33.2% | +29.7% | -1.3% |
| 6M | -24.7% | -21.5% | -3.2% | -23.9% |
| YTD | -36.6% | -25.5% | -11.1% | -35.7% |
| 1Y | -34.4% | -38.0% | +3.6% | -33.1% |
| All | -24.8% | -62.6% | +37.8% | -22.3% |
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 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