+403.1%
PL vs NIO
-62.1%
+465.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -3.0% | -7.1% | -9.3% |
| 7D | -20.5% | -3.6% | -16.9% | -19.7% |
| 30D | -38.8% | -8.0% | -30.7% | -37.3% |
| 3M | -49.1% | -31.2% | -17.9% | -43.7% |
| 6M | -69.4% | -45.8% | -23.6% | -63.8% |
| YTD | -42.3% | -37.3% | -5.1% | -35.3% |
| 1Y | -14.2% | -56.1% | +41.9% | +5.7% |
| All | +403.1% | -62.1% | +465.2% | +518.9% |
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