+250.7%
HOOD vs NIO
-91.0%
+341.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.6% |
| 7D | +17.1% | -13.0% | +30.2% | +22.7% |
| 30D | +31.6% | -18.3% | +49.9% | +41.1% |
| 3M | +38.2% | -33.2% | +71.5% | +58.8% |
| 6M | +48.5% | -21.5% | +70.0% | +57.8% |
| YTD | +8.0% | -25.5% | +33.5% | +16.0% |
| 1Y | +18.7% | -38.0% | +56.7% | +35.2% |
| 3Y | +999.1% | -65.5% | +1,064.6% | +1,270.8% |
| 5Y | +181.7% | -90.6% | +272.3% | +472.1% |
| All | +250.7% | -91.0% | +341.7% | +647.3% |
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