-2.9%
JHX vs NIO
-64.4%
+61.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.9% |
| 7D | +1.6% | -4.1% | +5.7% | +2.1% |
| 30D | -5.0% | -23.2% | +18.2% | -2.0% |
| 3M | +24.5% | -29.9% | +54.4% | +29.7% |
| 6M | +34.9% | -25.1% | +60.0% | +38.7% |
| YTD | +39.3% | -27.5% | +66.8% | +43.5% |
| 1Y | +48.6% | -41.1% | +89.6% | +55.3% |
| All | -2.9% | -64.4% | +61.5% | +2.4% |
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