-62.3%
NIO vs HRB
+38.9%
-101.2%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.4% | -1.6% |
| 7D | -13.0% | -5.7% | -7.4% | -13.1% |
| 30D | -18.3% | +7.9% | -26.2% | -18.2% |
| 3M | -33.2% | +32.1% | -65.3% | -33.1% |
| 6M | -21.5% | +62.2% | -83.7% | -21.5% |
| YTD | -25.5% | +16.4% | -41.9% | -23.5% |
| 1Y | -38.0% | -0.3% | -37.7% | -35.3% |
| All | -62.3% | +38.9% | -101.2% | -62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling