+242.8%
PDD vs NIO
-51.7%
+294.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.9% | +6.8% | +3.4% |
| 7D | -4.9% | -14.5% | +9.6% | -0.1% |
| 30D | -3.0% | -15.0% | +11.9% | +1.9% |
| 3M | -6.2% | -35.6% | +29.4% | +7.6% |
| 6M | -20.7% | -55.7% | +34.9% | +1.7% |
| YTD | -30.4% | -43.1% | +12.8% | -19.1% |
| 1Y | -41.3% | -53.5% | +12.3% | -27.5% |
| 3Y | -27.7% | -59.8% | +32.1% | -17.1% |
| 5Y | -16.9% | -93.2% | +76.3% | +55.1% |
| All | +242.8% | -51.7% | +294.4% | +292.6% |
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 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