-37.9%
NIO vs PLTU
+121.9%
-159.8%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.2% | -0.7% | -4.6% |
| 7D | -14.5% | +9.0% | -23.5% | -15.1% |
| 30D | -15.0% | -33.0% | +18.0% | -12.6% |
| 3M | -35.6% | -19.0% | -16.6% | -34.9% |
| 6M | -55.7% | +30.4% | -86.1% | -57.6% |
| YTD | -43.1% | -40.2% | -3.0% | -42.7% |
| 1Y | -53.5% | -37.8% | -15.7% | -53.5% |
| All | -37.9% | +121.9% | -159.8% | -53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling