-6.4%
PGR vs NIO
-37.4%
+31.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -2.3% |
| 7D | +0.1% | -13.0% | +13.2% | -0.8% |
| 30D | +2.9% | -18.3% | +21.2% | +1.6% |
| 3M | +12.1% | -33.2% | +45.3% | +9.5% |
| 6M | +3.7% | -21.5% | +25.2% | +2.1% |
| YTD | +2.4% | -25.5% | +27.8% | +0.6% |
| 1Y | -6.4% | -38.0% | +31.7% | -10.5% |
| All | -6.4% | -37.4% | +31.0% | -10.5% |
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