-53.5%
NIO vs ALHC
-55.7%
+2.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.9% | -3.1% | -4.9% |
| 7D | -14.5% | +0.3% | -14.7% | -14.4% |
| 30D | -15.0% | -10.6% | -4.4% | -15.0% |
| 3M | -35.6% | -45.3% | +9.8% | -35.5% |
| 6M | -55.7% | -59.7% | +4.1% | -54.6% |
| YTD | -43.1% | -62.7% | +19.6% | -41.5% |
| 1Y | -53.5% | -56.1% | +2.6% | -54.2% |
| All | -53.5% | -55.7% | +2.1% | -54.2% |
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