+18.7%
HPQ vs NIO
-37.4%
+56.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.8% | +2.3% |
| 7D | +6.9% | -13.0% | +20.0% | +8.1% |
| 30D | +14.4% | -18.3% | +32.7% | +16.3% |
| 3M | +25.6% | -33.2% | +58.8% | +29.6% |
| 6M | +75.0% | -21.5% | +96.5% | +77.0% |
| YTD | +50.7% | -25.5% | +76.2% | +53.4% |
| 1Y | +18.7% | -38.0% | +56.7% | +26.3% |
| All | +18.7% | -37.4% | +56.1% | +26.3% |
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 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