+55.5%
JHX vs NIO
-37.4%
+92.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.1% | +2.6% |
| 7D | +1.5% | -13.0% | +14.6% | +2.3% |
| 30D | +7.2% | -18.3% | +25.4% | +8.2% |
| 3M | +29.9% | -33.2% | +63.1% | +32.3% |
| 6M | +35.4% | -21.5% | +56.9% | +38.5% |
| YTD | +46.5% | -25.5% | +71.9% | +49.4% |
| 1Y | +55.5% | -38.0% | +93.5% | +58.6% |
| All | +55.5% | -37.4% | +92.9% | +58.6% |
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