-53.5%
NIO vs HRB
+13.5%
-67.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.4% | -3.5% | -5.1% |
| 7D | -14.5% | -5.1% | -9.4% | -15.0% |
| 30D | -15.0% | +8.7% | -23.6% | -14.1% |
| 3M | -35.6% | -5.4% | -30.2% | -35.8% |
| 6M | -55.7% | +41.6% | -97.2% | -53.4% |
| YTD | -43.1% | +18.7% | -61.8% | -42.9% |
| 1Y | -53.5% | +16.4% | -70.0% | -53.5% |
| All | -53.5% | +13.5% | -67.1% | -53.5% |
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