+4.7%
HWM vs NIO
-52.9%
+57.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.8% | +5.1% | +1.7% |
| 7D | -1.8% | +2.8% | -4.6% | -2.0% |
| 30D | -2.7% | -8.4% | +5.7% | -2.0% |
| 3M | -22.7% | -32.0% | +9.2% | -20.0% |
| 6M | -18.9% | -43.9% | +25.0% | -14.4% |
| YTD | +7.1% | -35.7% | +42.8% | +9.5% |
| 1Y | +4.7% | -51.1% | +55.8% | +12.8% |
| All | +4.7% | -52.9% | +57.6% | +12.8% |
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 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