+249.2%
HPE vs NIO
-62.3%
+311.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.3% | +8.0% | +7.8% |
| 7D | +10.1% | -6.7% | +16.8% | +10.8% |
| 30D | +5.3% | -20.0% | +25.3% | +7.4% |
| 3M | +12.7% | -30.5% | +43.1% | +16.4% |
| 6M | +167.7% | -20.7% | +188.4% | +172.3% |
| YTD | +135.5% | -25.7% | +161.1% | +140.5% |
| 1Y | +143.4% | -38.6% | +182.0% | +152.3% |
| 3Y | +249.2% | -62.3% | +311.4% | +268.2% |
| All | +249.2% | -62.3% | +311.5% | +268.2% |
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