-53.9%
NIO vs HRB
+16.9%
-70.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.4% | -0.9% | +3.8% |
| 7D | -0.6% | +16.0% | -16.6% | +0.8% |
| 30D | -3.5% | +32.1% | -35.6% | -0.9% |
| 3M | -30.7% | +21.5% | -52.2% | -29.1% |
| 6M | -45.6% | +82.1% | -127.7% | -42.3% |
| YTD | -35.3% | +31.6% | -66.9% | -31.8% |
| 1Y | -53.9% | +15.9% | -69.8% | -51.6% |
| All | -53.9% | +16.9% | -70.8% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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