+3.3%
USHY vs NIO
-36.7%
+40.0%
-2.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.0% | 0.0% |
| 7D | -0.7% | -2.9% | +2.2% | -0.6% |
| 30D | -0.7% | -18.7% | +18.0% | -0.4% |
| 3M | +0.1% | -29.4% | +29.5% | +0.6% |
| 6M | +1.8% | -32.5% | +34.3% | +2.3% |
| YTD | +1.8% | -27.6% | +29.4% | +2.2% |
| 1Y | +3.3% | -39.2% | +42.5% | +4.2% |
| All | +3.3% | -36.7% | +40.0% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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