+45.9%
HLT vs NIO
-54.1%
+100.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.4% | 0.0% | +3.3% |
| 7D | +7.7% | -0.6% | +8.3% | +7.7% |
| 30D | +19.1% | -3.5% | +22.6% | +19.3% |
| 3M | +20.7% | -30.7% | +51.4% | +22.3% |
| 6M | +21.0% | -45.6% | +66.7% | +24.1% |
| YTD | +31.3% | -35.3% | +66.6% | +33.6% |
| 1Y | +45.9% | -53.9% | +99.8% | +58.8% |
| All | +45.9% | -54.1% | +100.0% | +58.8% |
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