+209.7%
PH vs NIO
-93.2%
+302.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +0.5% |
| 7D | +4.3% | -14.5% | +18.8% | +6.1% |
| 30D | +0.1% | -15.0% | +15.1% | +1.8% |
| 3M | -9.4% | -35.6% | +26.2% | -5.2% |
| 6M | +8.8% | -55.7% | +64.4% | +18.0% |
| YTD | +9.6% | -43.1% | +52.8% | +14.9% |
| 1Y | +14.4% | -53.5% | +68.0% | +22.5% |
| 3Y | +134.5% | -59.8% | +194.4% | +142.4% |
| All | +209.7% | -93.2% | +302.9% | +248.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling