+48.9%
PCOR vs NIO
-62.1%
+111.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.0% | +3.0% | +0.4% |
| 7D | +23.7% | -3.6% | +27.3% | +24.3% |
| 30D | +39.0% | -8.0% | +47.0% | +40.4% |
| 3M | +35.8% | -31.2% | +66.9% | +41.4% |
| 6M | +38.2% | -45.8% | +84.0% | +47.2% |
| YTD | +3.9% | -37.3% | +41.2% | +8.3% |
| 1Y | +5.7% | -56.1% | +61.8% | +14.9% |
| All | +48.9% | -62.1% | +111.0% | +56.1% |
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