+74.7%
HPQ vs NIO
-36.7%
+111.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.8% | +2.4% |
| 7D | +6.9% | -13.0% | +20.0% | +8.3% |
| 30D | +14.4% | -18.3% | +32.7% | +16.6% |
| 3M | +25.6% | -33.2% | +58.8% | +30.4% |
| 6M | +75.0% | -21.5% | +96.5% | +77.8% |
| YTD | +50.7% | -25.5% | +76.2% | +53.6% |
| 1Y | +18.7% | -38.0% | +56.7% | +22.6% |
| 3Y | +21.5% | -65.5% | +87.0% | +27.4% |
| 5Y | +31.6% | -90.6% | +122.2% | +46.6% |
| All | +74.7% | -36.7% | +111.4% | +55.4% |
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