+31.0%
PG vs NIO
-93.2%
+124.2%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +1.1% |
| 7D | +2.7% | -14.5% | +17.1% | +2.8% |
| 30D | +9.2% | -15.0% | +24.2% | +9.4% |
| 3M | +18.5% | -35.6% | +54.0% | +19.1% |
| 6M | +21.1% | -55.7% | +76.7% | +22.2% |
| YTD | +21.9% | -43.1% | +65.1% | +22.5% |
| 1Y | +18.1% | -53.5% | +71.6% | +19.0% |
| 3Y | +20.6% | -59.8% | +80.4% | +21.0% |
| All | +31.0% | -93.2% | +124.2% | +32.1% |
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 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