+182.8%
HIMS vs NIO
+18.0%
+164.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.1% |
| 7D | -3.9% | -13.0% | +9.1% | -1.3% |
| 30D | -12.4% | -18.3% | +5.8% | -8.8% |
| 3M | -1.1% | -33.2% | +32.1% | +7.1% |
| 6M | +68.4% | -21.5% | +89.9% | +76.1% |
| YTD | -14.7% | -25.5% | +10.8% | -10.1% |
| 1Y | -42.4% | -38.0% | -4.4% | -37.6% |
| 3Y | +304.5% | -65.5% | +370.0% | +356.6% |
| 5Y | +237.5% | -90.6% | +328.1% | +324.0% |
| All | +182.8% | +18.0% | +164.7% | +242.1% |
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 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