+298.9%
PGR vs NIO
-36.8%
+335.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.6% | -1.8% |
| 7D | -2.6% | -6.7% | +4.1% | -2.5% |
| 30D | -0.2% | -20.0% | +19.8% | 0.0% |
| 3M | +7.4% | -30.5% | +37.8% | +7.7% |
| 6M | +2.1% | -20.7% | +22.9% | +2.2% |
| YTD | +0.5% | -25.7% | +26.1% | +0.6% |
| 1Y | -6.9% | -38.6% | +31.6% | -6.7% |
| 3Y | +73.2% | -62.3% | +135.4% | +74.1% |
| 5Y | +154.8% | -90.1% | +244.8% | +159.0% |
| All | +298.9% | -36.8% | +335.8% | +280.5% |
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 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