-5.7%
PG vs NIO
-36.7%
+31.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +1.7% |
| 7D | -0.8% | -2.9% | +2.1% | -0.9% |
| 30D | +0.8% | -18.7% | +19.5% | +0.4% |
| 3M | -1.3% | -29.4% | +28.1% | -1.9% |
| 6M | -3.8% | -32.5% | +28.7% | -4.6% |
| YTD | +3.6% | -27.6% | +31.3% | +2.5% |
| 1Y | -5.7% | -39.2% | +33.5% | -7.9% |
| All | -5.7% | -36.7% | +31.0% | -7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling