+14.1%
PCG vs NIO
-92.1%
+106.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.9% | -7.9% | -2.4% |
| 7D | -1.6% | +5.6% | -7.2% | -2.0% |
| 30D | +1.4% | -4.2% | +5.6% | +1.7% |
| 3M | -23.4% | -26.3% | +2.9% | -21.9% |
| 6M | -19.4% | -42.5% | +23.2% | -16.6% |
| YTD | -18.5% | -33.5% | +15.0% | -16.8% |
| 1Y | -19.5% | -52.7% | +33.1% | -16.0% |
| 3Y | -21.0% | -57.5% | +36.5% | -19.3% |
| All | +14.1% | -92.1% | +106.2% | +25.6% |
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 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