+172.7%
XHB vs NIO
-36.7%
+209.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.5% | +1.1% |
| 7D | -1.3% | -13.0% | +11.8% | -0.1% |
| 30D | -6.9% | -18.3% | +11.4% | -5.3% |
| 3M | -1.3% | -33.2% | +32.0% | +2.1% |
| 6M | -6.8% | -21.5% | +14.7% | -5.5% |
| YTD | +0.7% | -25.5% | +26.2% | +2.5% |
| 1Y | -11.2% | -38.0% | +26.8% | -8.7% |
| 3Y | +25.3% | -65.5% | +90.8% | +30.7% |
| 5Y | +37.3% | -90.6% | +127.9% | +50.6% |
| All | +172.7% | -36.7% | +209.4% | +151.8% |
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 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