-43.9%
NIO vs HRB
+143.1%
-187.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.7% | -2.1% |
| 7D | -4.1% | -10.6% | +6.5% | -2.5% |
| 30D | -23.2% | -0.8% | -22.4% | -23.4% |
| 3M | -29.9% | +19.1% | -49.0% | -32.4% |
| 6M | -25.1% | +48.7% | -73.8% | -31.2% |
| YTD | -27.5% | +7.1% | -34.6% | -29.0% |
| 1Y | -41.1% | -8.3% | -32.8% | -40.5% |
| 3Y | -63.1% | +25.8% | -89.0% | -66.1% |
| 5Y | -90.4% | +111.1% | -201.5% | -92.1% |
| All | -43.9% | +143.1% | -187.0% | -50.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling