-1.5%
HON vs NIO
-37.6%
+36.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | -1.1% |
| 7D | -2.6% | -7.3% | +4.6% | -2.1% |
| 30D | -11.9% | -22.5% | +10.6% | -10.3% |
| 3M | -6.1% | -30.9% | +24.8% | -3.7% |
| 6M | -19.2% | -37.2% | +18.0% | -16.6% |
| YTD | +0.2% | -29.8% | +30.0% | +2.2% |
| 1Y | -1.5% | -37.4% | +35.9% | +1.8% |
| All | -1.5% | -37.6% | +36.1% | +1.8% |
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