-0.3%
PDD vs NIO
-92.1%
+91.8%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.9% | -7.0% | -3.9% |
| 7D | +5.6% | +5.6% | 0.0% | +2.7% |
| 30D | +5.8% | -4.2% | +10.0% | +7.5% |
| 3M | -8.6% | -26.3% | +17.7% | +4.7% |
| 6M | -18.8% | -42.5% | +23.7% | +2.9% |
| YTD | -26.8% | -33.5% | +6.8% | -16.1% |
| 1Y | -39.3% | -52.7% | +13.4% | -18.5% |
| 3Y | -22.5% | -57.5% | +35.0% | -10.8% |
| All | -0.3% | -92.1% | +91.8% | +200.0% |
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 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