+55.5%
HON vs NIO
-38.3%
+93.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.4% |
| 7D | -0.6% | -4.1% | +3.6% | -0.3% |
| 30D | -15.4% | -23.2% | +7.8% | -14.1% |
| 3M | -9.1% | -29.9% | +20.8% | -7.3% |
| 6M | -17.1% | -25.1% | +8.0% | -15.9% |
| YTD | +1.5% | -27.5% | +29.0% | +3.0% |
| 1Y | -1.3% | -41.1% | +39.8% | +1.1% |
| 3Y | +19.5% | -63.1% | +82.7% | +22.7% |
| 5Y | +3.1% | -90.4% | +93.4% | +10.6% |
| All | +55.5% | -38.3% | +93.9% | +39.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling