+72.3%
PGR vs NIO
-65.5%
+137.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.6% | +0.2% |
| 7D | -3.4% | -7.3% | +3.8% | -3.7% |
| 30D | +1.8% | -22.5% | +24.3% | +1.0% |
| 3M | +5.9% | -30.9% | +36.8% | +4.7% |
| 6M | +4.6% | -37.2% | +41.8% | +3.2% |
| YTD | +1.1% | -29.8% | +30.9% | +0.1% |
| 1Y | -6.6% | -37.4% | +30.8% | -7.7% |
| All | +72.3% | -65.5% | +137.9% | +70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling