-18.8%
NIO vs PLTU
+142.1%
-161.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.7% | +4.4% | +0.1% |
| 7D | -6.7% | -11.6% | +4.9% | -5.9% |
| 30D | -20.0% | -4.6% | -15.4% | -19.9% |
| 3M | -30.5% | +33.7% | -64.2% | -33.1% |
| 6M | -20.7% | -9.4% | -11.3% | -22.0% |
| YTD | -25.7% | -34.7% | +9.0% | -25.2% |
| 1Y | -38.6% | -23.2% | -15.3% | -39.7% |
| All | -18.8% | +142.1% | -161.0% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 10y: compounded portfolio wealth divided by compounded PLTU 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…
10y analysis · Full analysis span regression · 6 months rolling