+10.2%
PCG vs NIO
-92.2%
+102.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.3% |
| 7D | -1.1% | +6.9% | -8.0% | -1.5% |
| 30D | +0.1% | -4.7% | +4.8% | +0.4% |
| 3M | -24.4% | -28.1% | +3.6% | -22.8% |
| 6M | -17.7% | -41.7% | +24.1% | -14.8% |
| YTD | -17.4% | -33.1% | +15.7% | -15.7% |
| 1Y | -19.4% | -50.3% | +30.9% | -16.0% |
| 3Y | -18.6% | -54.4% | +35.8% | -17.4% |
| 5Y | +10.2% | -91.6% | +101.8% | +25.2% |
| All | +10.2% | -92.2% | +102.4% | +25.2% |
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