+232.9%
HIG vs NIO
-40.3%
+273.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +0.3% |
| 7D | -2.3% | -7.3% | +5.0% | -2.0% |
| 30D | -1.2% | -22.5% | +21.3% | -0.1% |
| 3M | +6.3% | -30.9% | +37.2% | +7.9% |
| 6M | +0.6% | -37.2% | +37.8% | +2.3% |
| YTD | +0.6% | -29.8% | +30.4% | +1.7% |
| 1Y | +6.1% | -37.4% | +43.5% | +7.5% |
| 3Y | +102.0% | -64.3% | +166.3% | +106.0% |
| 5Y | +119.2% | -90.6% | +209.8% | +132.4% |
| All | +232.9% | -40.3% | +273.2% | +187.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling