+4.7%
HON vs NIO
-90.3%
+95.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.5% | +1.1% |
| 7D | -3.6% | -13.0% | +9.4% | -2.7% |
| 30D | -15.3% | -18.3% | +3.0% | -14.2% |
| 3M | -7.9% | -33.2% | +25.3% | -5.5% |
| 6M | -18.1% | -21.5% | +3.4% | -17.1% |
| YTD | +3.8% | -25.5% | +29.3% | +5.3% |
| 1Y | +0.5% | -38.0% | +38.5% | +2.8% |
| 3Y | +19.8% | -65.5% | +85.2% | +24.3% |
| All | +4.7% | -90.3% | +95.0% | +12.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling