+140.6%
PLD vs NIO
-43.5%
+184.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.9% | -7.2% | -1.7% |
| 7D | -0.8% | +5.6% | -6.4% | -1.2% |
| 30D | -0.3% | -4.2% | +4.0% | 0.0% |
| 3M | -8.0% | -26.3% | +18.3% | -6.2% |
| 6M | -9.8% | -42.5% | +32.7% | -6.6% |
| YTD | +1.8% | -33.5% | +35.3% | +3.9% |
| 1Y | +5.6% | -52.7% | +58.3% | +10.4% |
| 3Y | +33.3% | -57.5% | +90.7% | +36.2% |
| 5Y | +0.3% | -92.0% | +92.3% | +8.2% |
| All | +140.6% | -43.5% | +184.1% | +126.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling