-10.5%
PCG vs NIO
-64.6%
+54.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.6% | +4.0% | +2.5% |
| 7D | -13.9% | -13.0% | -0.8% | -13.3% |
| 30D | -16.9% | -18.3% | +1.4% | -16.2% |
| 3M | -14.7% | -33.2% | +18.5% | -13.3% |
| 6M | -23.8% | -21.5% | -2.3% | -23.3% |
| YTD | -10.5% | -25.5% | +15.0% | -9.7% |
| 1Y | -5.1% | -38.0% | +32.9% | -3.8% |
| All | -10.5% | -64.6% | +54.1% | -11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling