+123.5%
HPE vs NIO
-53.4%
+176.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.2% | +6.1% | +5.0% |
| 7D | +0.3% | -1.8% | +2.1% | +0.6% |
| 30D | -28.6% | -6.6% | -21.9% | -27.7% |
| 3M | -7.4% | -29.9% | +22.5% | -3.4% |
| 6M | +63.7% | -46.6% | +110.3% | +75.3% |
| YTD | +111.7% | -36.5% | +148.2% | +126.5% |
| 1Y | +123.5% | -51.1% | +174.6% | +162.5% |
| All | +123.5% | -53.4% | +176.9% | +162.5% |
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