-68.3%
PCG vs NIO
-36.7%
-31.6%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.6% | +4.0% | +2.6% |
| 7D | -13.9% | -13.0% | -0.8% | -12.9% |
| 30D | -16.9% | -18.3% | +1.4% | -15.6% |
| 3M | -14.7% | -33.2% | +18.5% | -12.3% |
| 6M | -23.8% | -21.5% | -2.3% | -22.9% |
| YTD | -10.5% | -25.5% | +15.0% | -9.1% |
| 1Y | -5.1% | -38.0% | +32.9% | -2.8% |
| 3Y | -11.6% | -65.5% | +53.8% | -8.3% |
| 5Y | +59.0% | -90.6% | +149.6% | +75.1% |
| All | -68.3% | -36.7% | -31.6% | -75.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling