-2.5%
PFE vs NIO
-64.6%
+62.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.3% | -1.1% |
| 7D | +1.8% | -13.0% | +14.8% | +2.8% |
| 30D | +10.2% | -18.3% | +28.5% | +11.9% |
| 3M | +12.7% | -33.2% | +45.9% | +16.1% |
| 6M | +10.5% | -21.5% | +32.0% | +11.9% |
| YTD | +20.2% | -25.5% | +45.6% | +22.0% |
| 1Y | +24.1% | -38.0% | +62.1% | +27.4% |
| All | -2.5% | -64.6% | +62.1% | -2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling