+18.4%
HPQ vs NIO
-38.9%
+57.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.4% | +7.3% | +5.1% |
| 7D | +2.2% | -4.1% | +6.4% | +2.6% |
| 30D | +9.7% | -23.2% | +33.0% | +12.2% |
| 3M | +32.7% | -29.9% | +62.7% | +36.5% |
| 6M | +77.7% | -25.1% | +102.8% | +80.5% |
| YTD | +51.0% | -27.5% | +78.4% | +54.1% |
| 1Y | +18.4% | -41.1% | +59.5% | +26.7% |
| All | +18.4% | -38.9% | +57.3% | +26.7% |
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