+115.2%
PG vs NIO
-38.5%
+153.7%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +1.6% |
| 7D | -0.8% | -2.9% | +2.1% | -0.8% |
| 30D | +0.8% | -18.7% | +19.5% | +1.0% |
| 3M | -1.3% | -29.4% | +28.1% | -1.1% |
| 6M | -3.8% | -32.5% | +28.7% | -3.6% |
| YTD | +3.6% | -27.6% | +31.3% | +3.8% |
| 1Y | -5.7% | -39.2% | +33.5% | -5.5% |
| 3Y | +1.6% | -64.3% | +65.9% | +1.9% |
| 5Y | +14.6% | -90.3% | +104.9% | +15.1% |
| All | +115.2% | -38.5% | +153.7% | +114.8% |
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