+299.7%
HL vs NIO
-56.4%
+356.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.6% | +4.0% | +4.4% |
| 7D | +13.8% | +6.9% | +6.9% | +12.3% |
| 30D | -9.7% | -4.7% | -5.0% | -8.8% |
| 3M | -8.5% | -28.1% | +19.5% | -2.5% |
| 6M | -17.2% | -41.7% | +24.5% | -8.2% |
| YTD | -19.6% | -33.1% | +13.5% | -13.7% |
| 1Y | +11.1% | -50.3% | +61.4% | +25.5% |
| 3Y | +299.7% | -54.4% | +354.0% | +338.3% |
| All | +299.7% | -56.4% | +356.1% | +338.3% |
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