+441.1%
HWM vs NIO
-64.6%
+505.7%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.4% |
| 7D | -2.1% | -13.0% | +10.9% | -1.2% |
| 30D | -11.0% | -18.3% | +7.3% | -9.8% |
| 3M | +4.0% | -33.2% | +37.3% | +6.8% |
| 6M | -0.2% | -21.5% | +21.3% | +0.9% |
| YTD | +26.7% | -25.5% | +52.1% | +28.4% |
| 1Y | +44.7% | -38.0% | +82.7% | +48.0% |
| All | +441.1% | -64.6% | +505.7% | +445.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling