+35.7%
HST vs NIO
-37.4%
+73.1%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.8% | +0.3% |
| 7D | -1.0% | -13.0% | +12.0% | -0.5% |
| 30D | -12.3% | -18.3% | +6.0% | -11.6% |
| 3M | -6.4% | -33.2% | +26.9% | -4.8% |
| 6M | +15.0% | -21.5% | +36.5% | +15.9% |
| YTD | +30.5% | -25.5% | +56.0% | +31.5% |
| 1Y | +35.7% | -38.0% | +73.7% | +38.7% |
| All | +35.7% | -37.4% | +73.1% | +38.7% |
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