+12.8%
PH vs NIO
-53.2%
+66.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.9% | +4.3% | -1.2% |
| 7D | +7.4% | -4.7% | +12.0% | +7.6% |
| 30D | +0.5% | -14.3% | +14.8% | +1.3% |
| 3M | -10.2% | -32.8% | +22.6% | -8.7% |
| 6M | +8.9% | -49.8% | +58.8% | +12.8% |
| YTD | +9.7% | -40.2% | +49.9% | +10.8% |
| 1Y | +12.8% | -52.7% | +65.5% | +17.0% |
| All | +12.8% | -53.2% | +66.0% | +17.0% |
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