+0.3%
HWM vs NIO
-54.3%
+54.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.9% | -3.4% | +2.0% |
| 7D | +3.4% | +5.6% | -2.2% | +2.9% |
| 30D | -7.5% | -4.2% | -3.3% | -7.2% |
| 3M | -28.9% | -26.3% | -2.6% | -26.9% |
| 6M | -19.6% | -42.5% | +22.9% | -15.4% |
| YTD | +0.6% | -33.5% | +34.1% | +2.5% |
| 1Y | +0.3% | -52.7% | +53.0% | +7.5% |
| All | +0.3% | -54.3% | +54.6% | +7.5% |
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