+332.2%
PANW vs NIO
-90.7%
+422.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.3% | +1.4% |
| 7D | +2.0% | -7.3% | +9.2% | +2.8% |
| 30D | -11.8% | -22.5% | +10.7% | -9.4% |
| 3M | +28.6% | -30.9% | +59.5% | +33.6% |
| 6M | +104.4% | -37.2% | +141.6% | +113.6% |
| YTD | +83.8% | -29.8% | +113.6% | +89.1% |
| 1Y | +71.5% | -37.4% | +108.9% | +78.2% |
| 3Y | +172.2% | -64.3% | +236.5% | +190.2% |
| 5Y | +332.2% | -90.6% | +422.8% | +437.9% |
| All | +332.2% | -90.7% | +422.9% | +437.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling