+21.0%
PL vs NIO
-55.0%
+76.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | +1.1% |
| 7D | +10.0% | -14.5% | +24.5% | +16.3% |
| 30D | -2.3% | -15.0% | +12.7% | +3.6% |
| 3M | -44.2% | -35.6% | -8.6% | -35.5% |
| 6M | -66.1% | -55.7% | -10.4% | -56.7% |
| YTD | -30.0% | -43.1% | +13.2% | -13.2% |
| 1Y | +21.0% | -53.5% | +74.6% | +80.0% |
| All | +21.0% | -55.0% | +76.0% | +80.0% |
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