-11.2%
PAYX vs NIO
-38.6%
+27.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.2% | +3.6% | +0.2% |
| 7D | -7.9% | -7.3% | -0.7% | -8.3% |
| 30D | -5.0% | -22.5% | +17.5% | -6.6% |
| 3M | +15.1% | -30.9% | +46.0% | +12.5% |
| 6M | +23.9% | -37.2% | +61.1% | +20.7% |
| YTD | +6.2% | -29.8% | +36.0% | +4.7% |
| All | -11.2% | -38.6% | +27.4% | -12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling