+8.1%
PFE vs NIO
-45.3%
+53.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.3% | +0.6% |
| 7D | -0.7% | +2.8% | -3.5% | -0.8% |
| 30D | +5.3% | -8.4% | +13.7% | +5.6% |
| 3M | +10.1% | -32.0% | +42.1% | +11.5% |
| 6M | +18.0% | -43.9% | +62.0% | +20.1% |
| YTD | +25.8% | -35.7% | +61.5% | +27.2% |
| 1Y | +28.4% | -51.1% | +79.6% | +31.0% |
| 3Y | +20.9% | -54.7% | +75.6% | +21.8% |
| 5Y | -21.5% | -91.7% | +70.2% | -19.5% |
| All | +8.1% | -45.3% | +53.4% | +5.3% |
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