+213.4%
PAAS vs NIO
-43.5%
+256.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.9% | -4.5% | +0.9% |
| 7D | +8.4% | +5.6% | +2.8% | +7.9% |
| 30D | -7.2% | -4.2% | -2.9% | -6.8% |
| 3M | -14.0% | -26.3% | +12.3% | -11.7% |
| 6M | -26.8% | -42.5% | +15.8% | -23.2% |
| YTD | -19.8% | -33.5% | +13.7% | -17.3% |
| 1Y | +22.8% | -52.7% | +75.5% | +30.2% |
| 3Y | +183.6% | -57.5% | +241.1% | +192.8% |
| 5Y | +73.8% | -92.0% | +165.8% | +92.6% |
| All | +213.4% | -43.5% | +256.9% | +213.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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