+30.6%
HUM vs NIO
-37.4%
+68.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.3% | -1.2% |
| 7D | +4.2% | -13.0% | +17.2% | +4.2% |
| 30D | +10.4% | -18.3% | +28.6% | +10.5% |
| 3M | +15.1% | -33.2% | +48.3% | +15.3% |
| 6M | +120.9% | -21.5% | +142.4% | +122.6% |
| YTD | +57.9% | -25.5% | +83.4% | +58.4% |
| 1Y | +30.6% | -38.0% | +68.6% | +31.1% |
| All | +30.6% | -37.4% | +68.0% | +31.1% |
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