+343.8%
HPE vs NIO
-90.3%
+434.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.3% | +8.0% | +7.8% |
| 7D | +10.1% | -6.7% | +16.8% | +11.0% |
| 30D | +5.3% | -20.0% | +25.3% | +7.8% |
| 3M | +12.7% | -30.5% | +43.1% | +17.1% |
| 6M | +167.7% | -20.7% | +188.4% | +172.8% |
| YTD | +135.5% | -25.7% | +161.1% | +141.1% |
| 1Y | +143.4% | -38.6% | +182.0% | +153.5% |
| 3Y | +249.2% | -62.3% | +311.4% | +268.0% |
| 5Y | +343.8% | -90.1% | +433.9% | +404.3% |
| All | +343.8% | -90.3% | +434.2% | +404.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling