-6.2%
JHX vs NIO
-60.1%
+53.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.8% | +1.4% |
| 7D | -0.2% | -14.5% | +14.3% | +1.7% |
| 30D | +13.1% | -15.0% | +28.1% | +15.2% |
| 3M | -10.0% | -35.6% | +25.6% | -5.5% |
| 6M | +38.9% | -55.7% | +94.6% | +51.6% |
| YTD | +34.0% | -43.1% | +77.1% | +41.5% |
| 1Y | +66.0% | -53.5% | +119.5% | +78.9% |
| 3Y | -6.2% | -59.8% | +53.6% | -3.3% |
| All | -6.2% | -60.1% | +53.9% | -3.3% |
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