+302.7%
HPE vs NIO
-36.7%
+339.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.9% | -4.4% |
| 7D | -0.6% | -13.0% | +12.5% | +0.5% |
| 30D | -2.3% | -18.3% | +16.0% | -0.8% |
| 3M | -2.9% | -33.2% | +30.4% | +0.2% |
| 6M | +143.6% | -21.5% | +165.1% | +147.1% |
| YTD | +118.5% | -25.5% | +144.0% | +122.3% |
| 1Y | +129.2% | -38.0% | +167.2% | +135.8% |
| 3Y | +212.5% | -65.5% | +278.0% | +225.4% |
| 5Y | +286.9% | -90.6% | +377.5% | +321.3% |
| All | +302.7% | -36.7% | +339.3% | +263.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling