+16.0%
PCG vs NIO
-92.6%
+108.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.0% | +1.8% | -1.1% |
| 7D | 0.0% | -3.6% | +3.6% | +0.2% |
| 30D | +5.8% | -8.0% | +13.9% | +6.4% |
| 3M | -22.8% | -31.2% | +8.4% | -20.8% |
| 6M | -18.4% | -45.8% | +27.3% | -15.2% |
| YTD | -16.9% | -37.3% | +20.4% | -14.8% |
| 1Y | -17.6% | -56.1% | +38.5% | -13.5% |
| 3Y | -20.0% | -61.1% | +41.1% | -17.7% |
| 5Y | +16.0% | -92.4% | +108.5% | +28.2% |
| All | +16.0% | -92.6% | +108.7% | +28.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling