-16.0%
PCG vs NIO
-54.1%
+38.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.6% | +0.6% |
| 7D | +1.9% | -0.6% | +2.5% | +1.9% |
| 30D | +8.5% | -3.5% | +12.0% | +8.7% |
| 3M | -22.9% | -30.7% | +7.8% | -21.6% |
| 6M | -16.8% | -45.6% | +28.9% | -14.2% |
| YTD | -15.8% | -35.3% | +19.5% | -14.3% |
| 1Y | -16.0% | -53.9% | +37.9% | -9.6% |
| All | -16.0% | -54.1% | +38.1% | -9.6% |
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 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