-35.7%
HDB vs NIO
-90.7%
+55.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | -0.3% |
| 7D | +0.4% | -13.0% | +13.5% | +1.6% |
| 30D | -2.8% | -18.3% | +15.5% | -1.1% |
| 3M | -3.5% | -33.2% | +29.7% | -0.2% |
| 6M | -24.7% | -21.5% | -3.2% | -23.6% |
| YTD | -36.6% | -25.5% | -11.1% | -35.4% |
| 1Y | -34.4% | -38.0% | +3.6% | -32.5% |
| 3Y | -24.4% | -65.5% | +41.1% | -20.4% |
| All | -35.7% | -90.7% | +55.0% | -24.9% |
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 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