-50.3%
NIO vs HRB
+174.6%
-224.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | +2.8% | -4.0% | +6.9% | +3.4% |
| 30D | -8.4% | +15.8% | -24.1% | -10.6% |
| 3M | -32.0% | +12.0% | -44.0% | -33.6% |
| 6M | -43.9% | +40.7% | -84.7% | -47.6% |
| YTD | -35.7% | +21.0% | -56.7% | -38.5% |
| 1Y | -51.1% | +11.7% | -62.8% | -52.5% |
| 3Y | -54.7% | +25.0% | -79.6% | -57.9% |
| 5Y | -91.7% | +141.0% | -232.7% | -93.3% |
| All | -50.3% | +174.6% | -224.9% | -56.9% |
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