-19.1%
PCG vs NIO
-52.9%
+33.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.8% | +4.5% | +0.9% |
| 7D | -0.5% | +2.8% | -3.3% | -0.7% |
| 30D | +0.8% | -8.4% | +9.1% | +1.3% |
| 3M | -22.0% | -32.0% | +9.9% | -20.6% |
| 6M | -17.1% | -43.9% | +26.8% | -14.7% |
| YTD | -16.9% | -35.7% | +18.8% | -15.3% |
| 1Y | -19.1% | -51.1% | +32.1% | -14.3% |
| All | -19.1% | -52.9% | +33.9% | -14.3% |
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