+300.0%
HLT vs NIO
-36.8%
+336.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.1% |
| 7D | -2.4% | -6.7% | +4.2% | -1.9% |
| 30D | -4.1% | -20.0% | +16.0% | -2.3% |
| 3M | -10.6% | -30.5% | +19.9% | -8.0% |
| 6M | +2.0% | -20.7% | +22.8% | +3.4% |
| YTD | +6.1% | -25.7% | +31.8% | +8.0% |
| 1Y | +9.8% | -38.6% | +48.4% | +12.9% |
| 3Y | +99.0% | -62.3% | +161.3% | +105.9% |
| 5Y | +151.5% | -90.1% | +241.5% | +177.8% |
| All | +300.0% | -36.8% | +336.8% | +245.9% |
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