-11.6%
HL vs NIO
-55.0%
+43.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.9% | +3.0% | -0.3% |
| 7D | -11.1% | -14.5% | +3.3% | -6.4% |
| 30D | -12.1% | -15.0% | +2.9% | -7.2% |
| 3M | -26.1% | -35.6% | +9.5% | -15.9% |
| 6M | -37.7% | -55.7% | +17.9% | -20.9% |
| YTD | -31.7% | -43.1% | +11.4% | -19.6% |
| 1Y | -11.6% | -53.5% | +41.9% | +12.8% |
| All | -11.6% | -55.0% | +43.3% | +12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling