+314.0%
HIMS vs NIO
-59.9%
+373.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +5.9% | +2.1% | +6.3% |
| 7D | -6.1% | +5.6% | -11.7% | -7.4% |
| 30D | -12.0% | -4.2% | -7.7% | -10.5% |
| 3M | -12.3% | -26.3% | +14.0% | -3.9% |
| 6M | -3.3% | -42.5% | +39.3% | +12.9% |
| YTD | -19.9% | -33.5% | +13.6% | -10.8% |
| 1Y | -37.4% | -52.7% | +15.3% | -24.4% |
| 3Y | +314.0% | -57.5% | +371.5% | +373.5% |
| All | +314.0% | -59.9% | +373.9% | +373.5% |
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