+136.4%
PH vs NIO
-54.9%
+191.2%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.8% | +4.7% | +1.2% |
| 7D | +2.1% | +2.8% | -0.7% | +1.9% |
| 30D | +0.3% | -8.4% | +8.7% | +0.9% |
| 3M | -8.8% | -32.0% | +23.1% | -6.3% |
| 6M | +10.0% | -43.9% | +54.0% | +14.4% |
| YTD | +10.5% | -35.7% | +46.2% | +13.1% |
| 1Y | +15.5% | -51.1% | +66.6% | +20.7% |
| All | +136.4% | -54.9% | +191.2% | +138.7% |
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