+260.4%
PDD vs NIO
-43.5%
+303.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.9% | -7.0% | -3.0% |
| 7D | +5.6% | +5.6% | 0.0% | +3.6% |
| 30D | +5.8% | -4.2% | +10.0% | +7.0% |
| 3M | -8.6% | -26.3% | +17.7% | +0.5% |
| 6M | -18.8% | -42.5% | +23.7% | -4.2% |
| YTD | -26.8% | -33.5% | +6.8% | -19.0% |
| 1Y | -39.3% | -52.7% | +13.4% | -25.4% |
| 3Y | -22.5% | -57.5% | +35.0% | -12.6% |
| 5Y | -0.8% | -92.0% | +91.2% | +75.8% |
| All | +260.4% | -43.5% | +303.9% | +293.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling