+21.5%
USHY vs NIO
-90.3%
+111.8%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | -0.1% |
| 7D | -0.1% | -4.1% | +4.0% | 0.0% |
| 30D | 0.0% | -23.2% | +23.2% | +1.0% |
| 3M | +0.8% | -29.9% | +30.8% | +2.2% |
| 6M | +1.9% | -25.1% | +27.0% | +2.8% |
| YTD | +2.3% | -27.5% | +29.7% | +3.1% |
| 1Y | +4.1% | -41.1% | +45.2% | +5.7% |
| 3Y | +27.8% | -63.1% | +90.9% | +30.3% |
| 5Y | +21.5% | -90.4% | +111.9% | +26.4% |
| All | +21.5% | -90.3% | +111.8% | +26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling