+115.7%
PG vs NIO
-36.8%
+152.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | -0.4% | -6.7% | +6.2% | -0.4% |
| 30D | -0.1% | -20.0% | +19.9% | 0.0% |
| 3M | +1.1% | -30.5% | +31.5% | +1.3% |
| 6M | -3.8% | -20.7% | +16.9% | -3.7% |
| YTD | +3.8% | -25.7% | +29.5% | +4.0% |
| 1Y | -5.8% | -38.6% | +32.8% | -5.6% |
| 3Y | +3.0% | -62.3% | +65.3% | +3.3% |
| 5Y | +14.5% | -90.1% | +104.5% | +15.0% |
| All | +115.7% | -36.8% | +152.5% | +115.2% |
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 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