-8.1%
PEG vs NIO
-35.5%
+27.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.3% |
| 7D | -0.1% | -4.1% | +4.1% | 0.0% |
| 30D | -1.7% | -23.2% | +21.5% | -1.3% |
| 3M | -6.8% | -29.9% | +23.1% | -6.1% |
| 6M | -11.4% | -25.1% | +13.7% | -11.1% |
| YTD | -7.2% | -27.5% | +20.2% | -7.0% |
| All | -8.1% | -35.5% | +27.4% | -6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling