+236.7%
HIG vs NIO
-36.7%
+273.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.1% |
| 7D | +0.3% | -13.0% | +13.4% | +0.9% |
| 30D | -3.2% | -18.3% | +15.1% | -2.4% |
| 3M | +9.1% | -33.2% | +42.4% | +11.0% |
| 6M | -1.8% | -21.5% | +19.7% | -1.2% |
| YTD | +1.8% | -25.5% | +27.3% | +2.6% |
| 1Y | +4.6% | -38.0% | +42.6% | +6.0% |
| 3Y | +101.6% | -65.5% | +167.1% | +106.2% |
| 5Y | +124.5% | -90.6% | +215.1% | +138.1% |
| All | +236.7% | -36.7% | +273.4% | +189.7% |
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