+11.1%
PL vs NIO
-92.6%
+103.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -3.0% | -7.1% | -9.1% |
| 7D | -20.5% | -3.6% | -16.9% | -19.5% |
| 30D | -38.8% | -8.0% | -30.7% | -37.0% |
| 3M | -49.1% | -31.2% | -17.9% | -42.5% |
| 6M | -69.4% | -45.8% | -23.6% | -62.6% |
| YTD | -42.3% | -37.3% | -5.1% | -34.1% |
| 1Y | -14.2% | -56.1% | +41.9% | +10.3% |
| 3Y | +398.7% | -61.1% | +459.8% | +497.0% |
| 5Y | +11.1% | -92.4% | +103.6% | +162.6% |
| All | +11.1% | -92.6% | +103.8% | +162.6% |
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