+38.0%
PBR vs NIO
-53.4%
+91.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.5% |
| 7D | -9.1% | -1.8% | -7.3% | -9.1% |
| 30D | -29.9% | -6.6% | -23.3% | -29.8% |
| 3M | +2.3% | -29.9% | +32.2% | +2.8% |
| 6M | -10.9% | -46.6% | +35.7% | -10.1% |
| YTD | +56.9% | -36.5% | +93.4% | +57.9% |
| 1Y | +38.0% | -51.1% | +89.2% | +39.9% |
| All | +38.0% | -53.4% | +91.4% | +39.9% |
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 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