+45.9%
USHY vs NIO
-46.0%
+91.9%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +0.2% |
| 7D | -0.2% | -1.8% | +1.6% | -0.2% |
| 30D | +0.5% | -6.6% | +7.1% | +0.7% |
| 3M | -1.2% | -29.9% | +28.7% | -0.2% |
| 6M | -0.1% | -46.6% | +46.5% | +1.5% |
| YTD | +1.1% | -36.5% | +37.6% | +2.1% |
| 1Y | +2.0% | -51.1% | +53.1% | +3.7% |
| 3Y | +25.8% | -55.2% | +81.1% | +26.6% |
| 5Y | +20.4% | -92.3% | +112.7% | +24.4% |
| All | +45.9% | -46.0% | +91.9% | +42.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling