+202.7%
HPE vs NIO
-59.9%
+262.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.9% | -4.6% | +0.8% |
| 7D | -18.7% | +5.6% | -24.3% | -19.2% |
| 30D | -37.9% | -4.2% | -33.7% | -37.6% |
| 3M | -14.4% | -26.3% | +11.9% | -12.0% |
| 6M | +48.2% | -42.5% | +90.8% | +55.5% |
| YTD | +88.6% | -33.5% | +122.1% | +94.7% |
| 1Y | +94.8% | -52.7% | +147.4% | +106.8% |
| 3Y | +202.7% | -57.5% | +260.2% | +219.8% |
| All | +202.7% | -59.9% | +262.6% | +219.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling