-20.7%
PFE vs NIO
-90.7%
+70.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.3% | -1.2% |
| 7D | +1.8% | -13.0% | +14.8% | +2.5% |
| 30D | +10.2% | -18.3% | +28.5% | +11.4% |
| 3M | +12.7% | -33.2% | +45.9% | +15.0% |
| 6M | +10.5% | -21.5% | +32.0% | +11.5% |
| YTD | +20.2% | -25.5% | +45.6% | +21.4% |
| 1Y | +24.1% | -38.0% | +62.1% | +26.3% |
| 3Y | -3.6% | -65.5% | +61.9% | -2.3% |
| All | -20.7% | -90.7% | +70.0% | -24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling