+102.5%
HIG vs NIO
-64.4%
+166.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.0% | +0.7% |
| 7D | -0.5% | -4.1% | +3.7% | -0.5% |
| 30D | -2.8% | -23.2% | +20.4% | -2.8% |
| 3M | +6.3% | -29.9% | +36.3% | +6.4% |
| 6M | -0.1% | -25.1% | +25.0% | -0.2% |
| YTD | +0.4% | -27.5% | +27.9% | +0.3% |
| 1Y | +6.2% | -41.1% | +47.3% | +6.2% |
| All | +102.5% | -64.4% | +166.9% | +103.5% |
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 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