+40.8%
XHB vs NIO
-90.3%
+131.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.5% | +1.2% |
| 7D | -1.3% | -13.0% | +11.8% | +0.4% |
| 30D | -6.9% | -18.3% | +11.4% | -4.6% |
| 3M | -1.3% | -33.2% | +32.0% | +3.5% |
| 6M | -6.8% | -21.5% | +14.7% | -5.0% |
| YTD | +0.7% | -25.5% | +26.2% | +3.2% |
| 1Y | -11.2% | -38.0% | +26.8% | -7.7% |
| 3Y | +25.3% | -65.5% | +90.8% | +34.4% |
| All | +40.8% | -90.3% | +131.1% | +61.3% |
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