+6.1%
PFE vs NIO
-43.2%
+49.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | -4.7% | +6.9% | -11.6% | -4.9% |
| 30D | +3.4% | -4.7% | +8.1% | +3.5% |
| 3M | +9.2% | -28.1% | +37.3% | +10.4% |
| 6M | +15.8% | -41.7% | +57.5% | +17.7% |
| YTD | +23.4% | -33.1% | +56.6% | +24.7% |
| 1Y | +25.8% | -50.3% | +76.1% | +28.3% |
| 3Y | +17.8% | -54.4% | +72.2% | +18.7% |
| 5Y | -20.2% | -91.6% | +71.4% | -18.2% |
| All | +6.1% | -43.2% | +49.2% | +3.2% |
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