-54.4%
NIO vs ALHC
+16.3%
-70.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.5% | +0.7% |
| 7D | +6.9% | +3.9% | +3.0% | +6.6% |
| 30D | -4.7% | -3.6% | -1.1% | -4.6% |
| 3M | -28.1% | -49.4% | +21.3% | -24.8% |
| 6M | -41.7% | -59.5% | +17.7% | -38.5% |
| YTD | -33.1% | -63.2% | +30.1% | -29.0% |
| 1Y | -50.3% | -55.5% | +5.2% | -48.5% |
| 3Y | -54.4% | +23.0% | -77.4% | -65.8% |
| All | -54.4% | +16.3% | -70.7% | -65.8% |
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