+132.9%
PH vs NIO
-59.9%
+192.8%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.9% | -3.1% | +2.4% |
| 7D | +2.0% | +5.6% | -3.6% | +1.6% |
| 30D | -3.7% | -4.2% | +0.6% | -3.4% |
| 3M | -14.0% | -26.3% | +12.3% | -12.2% |
| 6M | +2.1% | -42.5% | +44.7% | +5.9% |
| YTD | +5.1% | -33.5% | +38.6% | +7.3% |
| 1Y | +10.9% | -52.7% | +63.6% | +16.2% |
| 3Y | +132.9% | -57.5% | +190.4% | +135.0% |
| All | +132.9% | -59.9% | +192.8% | +135.0% |
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 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