+32.2%
HPQ vs NIO
-90.3%
+122.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.5% |
| 7D | -0.5% | -6.7% | +6.2% | +0.4% |
| 30D | +3.7% | -20.0% | +23.8% | +6.6% |
| 3M | +24.3% | -30.5% | +54.8% | +29.9% |
| 6M | +64.8% | -20.7% | +85.5% | +67.9% |
| YTD | +43.9% | -25.7% | +69.6% | +47.6% |
| 1Y | +11.7% | -38.6% | +50.2% | +16.8% |
| 3Y | +19.7% | -62.3% | +81.9% | +26.5% |
| 5Y | +32.2% | -90.1% | +122.3% | +52.8% |
| All | +32.2% | -90.3% | +122.5% | +52.8% |
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 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