-22.2%
HDB vs NIO
-93.2%
+71.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.4% | +0.9% |
| 7D | +2.7% | -14.5% | +17.2% | +4.1% |
| 30D | +14.1% | -15.0% | +29.1% | +15.7% |
| 3M | +11.8% | -35.6% | +47.4% | +16.1% |
| 6M | +8.2% | -55.7% | +63.8% | +15.7% |
| YTD | -29.3% | -43.1% | +13.8% | -26.4% |
| 1Y | -28.8% | -53.5% | +24.7% | -24.6% |
| 3Y | -7.5% | -59.8% | +52.4% | -4.4% |
| All | -22.2% | -93.2% | +71.0% | -10.6% |
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