-3.3%
XHB vs NIO
-53.2%
+49.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.9% | +4.1% | -1.3% |
| 7D | -2.4% | -4.7% | +2.3% | -2.1% |
| 30D | +7.1% | -14.3% | +21.4% | +8.0% |
| 3M | -6.0% | -32.8% | +26.9% | -4.2% |
| 6M | +2.1% | -49.8% | +51.9% | +5.4% |
| YTD | -0.6% | -40.2% | +39.6% | +1.3% |
| 1Y | -3.3% | -52.7% | +49.4% | -1.2% |
| All | -3.3% | -53.2% | +49.9% | -1.2% |
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