+117.5%
HPE vs NIO
-53.2%
+170.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.7% | +0.8% |
| 7D | +13.6% | -4.7% | +18.3% | +14.4% |
| 30D | -27.1% | -14.3% | -12.8% | -25.3% |
| 3M | -14.5% | -32.8% | +18.4% | -10.0% |
| 6M | +66.9% | -49.8% | +116.8% | +80.8% |
| YTD | +111.3% | -40.2% | +151.5% | +128.4% |
| 1Y | +117.5% | -52.7% | +170.2% | +151.8% |
| All | +117.5% | -53.2% | +170.7% | +151.8% |
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