+35.6%
PFE vs NIO
-54.1%
+89.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.4% | -0.8% | +2.4% |
| 7D | +4.6% | -0.6% | +5.2% | +4.6% |
| 30D | +12.3% | -3.5% | +15.8% | +12.5% |
| 3M | +21.2% | -30.7% | +51.8% | +23.6% |
| 6M | +21.1% | -45.6% | +66.7% | +25.2% |
| YTD | +30.0% | -35.3% | +65.3% | +32.8% |
| 1Y | +35.6% | -53.9% | +89.5% | +51.0% |
| All | +35.6% | -54.1% | +89.7% | +51.0% |
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