+233.8%
HIG vs NIO
-46.0%
+279.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.4% |
| 7D | -0.7% | -1.8% | +1.1% | -0.6% |
| 30D | +5.4% | -6.6% | +12.0% | +5.6% |
| 3M | -0.9% | -29.9% | +28.9% | +0.5% |
| 6M | +4.8% | -46.6% | +51.4% | +7.5% |
| YTD | +0.9% | -36.5% | +37.4% | +2.3% |
| 1Y | +6.5% | -51.1% | +57.6% | +9.2% |
| 3Y | +95.7% | -55.2% | +151.0% | +97.3% |
| 5Y | +107.1% | -92.3% | +199.4% | +121.8% |
| All | +233.8% | -46.0% | +279.8% | +189.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling