-18.6%
NIO vs PLTU
+154.0%
-172.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -9.0% | +7.5% | -0.9% |
| 7D | -13.0% | -13.6% | +0.5% | -12.2% |
| 30D | -18.3% | +16.7% | -34.9% | -19.5% |
| 3M | -33.2% | +29.6% | -62.8% | -35.5% |
| 6M | -21.5% | -0.1% | -21.4% | -23.4% |
| YTD | -25.5% | -31.5% | +6.0% | -25.3% |
| 1Y | -38.0% | -19.7% | -18.3% | -39.4% |
| All | -18.6% | +154.0% | -172.7% | -39.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling