+7.5%
HWM vs NIO
-53.4%
+60.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.2% | +3.5% | +2.4% |
| 7D | +5.0% | -1.8% | +6.8% | +5.1% |
| 30D | +1.5% | -6.6% | +8.1% | +2.1% |
| 3M | -20.3% | -29.9% | +9.5% | -17.7% |
| 6M | -18.0% | -46.6% | +28.6% | -13.0% |
| YTD | +9.5% | -36.5% | +46.0% | +12.1% |
| 1Y | +7.5% | -51.1% | +58.6% | +15.9% |
| All | +7.5% | -53.4% | +60.8% | +15.9% |
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