+37.7%
PL vs NIO
-92.0%
+129.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | +0.6% |
| 7D | +5.6% | +2.8% | +2.8% | +4.8% |
| 30D | -16.9% | -8.4% | -8.6% | -14.3% |
| 3M | -38.2% | -32.0% | -6.3% | -29.9% |
| 6M | -63.4% | -43.9% | -19.5% | -55.7% |
| YTD | -27.6% | -35.7% | +8.0% | -17.8% |
| 1Y | +6.6% | -51.1% | +57.7% | +32.4% |
| 3Y | +557.6% | -54.7% | +612.3% | +645.4% |
| All | +37.7% | -92.0% | +129.7% | +257.1% |
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