-38.0%
NIO vs PFGC
-5.1%
-32.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.0% | -1.4% |
| 7D | -13.0% | -2.2% | -10.8% | -12.6% |
| 30D | -18.3% | -11.9% | -6.3% | -15.8% |
| 3M | -33.2% | +5.0% | -38.2% | -34.7% |
| 6M | -21.5% | +8.6% | -30.1% | -24.8% |
| YTD | -25.5% | +9.7% | -35.2% | -28.3% |
| 1Y | -38.0% | -6.3% | -31.7% | -35.8% |
| All | -38.0% | -5.1% | -32.9% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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