-51.1%
NIO vs ALHC
-52.7%
+1.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.5% | -9.3% | -3.8% |
| 7D | +2.8% | +3.8% | -1.0% | +2.9% |
| 30D | -8.4% | +1.7% | -10.0% | -8.3% |
| 3M | -32.0% | -44.3% | +12.4% | -32.0% |
| 6M | -43.9% | -57.2% | +13.3% | -42.8% |
| YTD | -35.7% | -61.2% | +25.5% | -34.0% |
| 1Y | -51.1% | -53.2% | +2.1% | -52.1% |
| All | -51.1% | -52.7% | +1.6% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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