+42.3%
JHX vs NIO
-36.7%
+79.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | +0.8% |
| 7D | -6.3% | -2.9% | -3.4% | -6.1% |
| 30D | -7.7% | -18.7% | +11.0% | -6.6% |
| 3M | +19.2% | -29.4% | +48.6% | +21.5% |
| 6M | +38.3% | -32.5% | +70.8% | +41.4% |
| YTD | +37.2% | -27.6% | +64.9% | +40.5% |
| 1Y | +42.3% | -39.2% | +81.5% | +47.8% |
| All | +42.3% | -36.7% | +79.0% | +47.8% |
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