+152.1%
PANW vs NIO
-60.1%
+212.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | +0.1% |
| 7D | +2.7% | -14.5% | +17.1% | +3.6% |
| 30D | -14.1% | -15.0% | +0.9% | -13.3% |
| 3M | -18.6% | -35.6% | +16.9% | -16.9% |
| 6M | +41.5% | -55.7% | +97.1% | +46.5% |
| YTD | +74.9% | -43.1% | +118.1% | +79.5% |
| 1Y | +57.4% | -53.5% | +110.9% | +62.5% |
| 3Y | +152.1% | -59.8% | +211.9% | +157.6% |
| All | +152.1% | -60.1% | +212.2% | +157.6% |
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