-21.5%
NIO vs PFG
+27.7%
-49.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | 0.0% | -1.3% |
| 7D | -13.0% | +5.5% | -18.6% | -13.6% |
| 30D | -18.3% | +2.4% | -20.6% | -18.4% |
| 3M | -33.2% | +13.6% | -46.8% | -34.4% |
| 6M | -21.5% | +27.9% | -49.4% | -26.6% |
| All | -21.5% | +27.7% | -49.2% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 6mo: compounded portfolio wealth divided by compounded PFG 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…
6mo analysis · Full analysis span regression · 6 months rolling