+3.2%
PFE vs NIO
-36.7%
+39.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.3% | -1.2% |
| 7D | +1.8% | -13.0% | +14.8% | +2.2% |
| 30D | +10.2% | -18.3% | +28.5% | +10.9% |
| 3M | +12.7% | -33.2% | +45.9% | +14.1% |
| 6M | +10.5% | -21.5% | +32.0% | +11.2% |
| YTD | +20.2% | -25.5% | +45.6% | +21.0% |
| 1Y | +24.1% | -38.0% | +62.1% | +25.5% |
| 3Y | -3.6% | -65.5% | +61.9% | -2.5% |
| 5Y | -20.9% | -90.6% | +69.7% | -19.2% |
| All | +3.2% | -36.7% | +39.9% | +0.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling