-0.4%
PL vs NIO
-54.1%
+53.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.4% | -9.8% | -7.5% |
| 7D | -11.7% | -0.6% | -11.1% | -11.6% |
| 30D | -27.1% | -3.5% | -23.6% | -26.2% |
| 3M | -44.6% | -30.7% | -13.9% | -37.7% |
| 6M | -67.2% | -45.6% | -21.5% | -60.4% |
| YTD | -35.9% | -35.3% | -0.6% | -24.3% |
| 1Y | -0.4% | -53.9% | +53.5% | +27.2% |
| All | -0.4% | -54.1% | +53.7% | +27.2% |
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