+164.8%
PANW vs NIO
-64.4%
+229.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.4% |
| 7D | +2.0% | -4.1% | +6.2% | +2.2% |
| 30D | -13.0% | -23.2% | +10.3% | -11.9% |
| 3M | +28.6% | -29.9% | +58.6% | +30.7% |
| 6M | +103.0% | -25.1% | +128.1% | +105.7% |
| YTD | +81.9% | -27.5% | +109.4% | +84.5% |
| 1Y | +69.6% | -41.1% | +110.7% | +73.4% |
| All | +164.8% | -64.4% | +229.1% | +175.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling