-25.3%
HDB vs NIO
-92.1%
+66.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.9% | -4.2% | +1.3% |
| 7D | +13.3% | +5.6% | +7.7% | +12.8% |
| 30D | +13.6% | -4.2% | +17.8% | +13.9% |
| 3M | +5.8% | -26.3% | +32.1% | +8.5% |
| 6M | -1.9% | -42.5% | +40.6% | +2.5% |
| YTD | -31.2% | -33.5% | +2.3% | -29.3% |
| 1Y | -29.6% | -52.7% | +23.1% | -25.5% |
| 3Y | -10.1% | -57.5% | +47.4% | -7.4% |
| All | -25.3% | -92.1% | +66.7% | -15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling