+0.7%
PL vs NIO
-54.3%
+55.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +5.9% | +4.4% | +8.3% |
| 7D | -6.8% | +5.6% | -12.4% | -8.5% |
| 30D | -29.3% | -4.2% | -25.1% | -28.2% |
| 3M | -44.8% | -26.3% | -18.5% | -39.2% |
| 6M | -68.4% | -42.5% | -25.8% | -62.6% |
| YTD | -36.4% | -33.5% | -2.8% | -25.5% |
| 1Y | +0.7% | -52.7% | +53.4% | +34.4% |
| All | +0.7% | -54.3% | +55.0% | +34.4% |
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