-51.1%
NIO vs HRB
+8.1%
-59.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | +2.8% | -4.0% | +6.9% | +2.4% |
| 30D | -8.4% | +15.8% | -24.1% | -6.9% |
| 3M | -32.0% | +12.0% | -44.0% | -30.8% |
| 6M | -43.9% | +40.7% | -84.7% | -41.4% |
| YTD | -35.7% | +21.0% | -56.7% | -34.2% |
| 1Y | -51.1% | +11.7% | -62.8% | -51.2% |
| All | -51.1% | +8.1% | -59.2% | -51.2% |
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