-57.5%
NIO vs ALHC
+21.9%
-79.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.9% | +8.8% | +6.1% |
| 7D | +5.6% | +1.0% | +4.6% | +5.5% |
| 30D | -4.2% | -14.2% | +9.9% | -3.4% |
| 3M | -26.3% | -45.1% | +18.8% | -23.3% |
| 6M | -42.5% | -59.5% | +17.0% | -39.3% |
| YTD | -33.5% | -62.8% | +29.3% | -29.4% |
| 1Y | -52.7% | -55.5% | +2.8% | -50.9% |
| 3Y | -57.5% | +25.7% | -83.2% | -68.1% |
| All | -57.5% | +21.9% | -79.4% | -68.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling