-13.9%
XHB vs NIO
-38.9%
+25.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.4% |
| 7D | -1.9% | -4.1% | +2.2% | -1.8% |
| 30D | -8.3% | -23.2% | +14.9% | -7.6% |
| 3M | -7.1% | -29.9% | +22.8% | -6.1% |
| 6M | -5.3% | -25.1% | +19.8% | -4.5% |
| YTD | -3.2% | -27.5% | +24.3% | -2.4% |
| 1Y | -13.9% | -41.1% | +27.2% | -12.8% |
| All | -13.9% | -38.9% | +25.1% | -12.8% |
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