+146.4%
PLD vs NIO
-46.0%
+192.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.2% | 0.0% |
| 7D | -1.0% | -1.8% | +0.8% | -0.9% |
| 30D | -1.8% | -6.6% | +4.8% | -1.4% |
| 3M | -6.0% | -29.9% | +23.8% | -3.8% |
| 6M | -8.4% | -46.6% | +38.3% | -4.6% |
| YTD | +4.2% | -36.5% | +40.7% | +6.8% |
| 1Y | +6.2% | -51.1% | +57.4% | +10.8% |
| 3Y | +37.0% | -55.2% | +92.2% | +39.5% |
| 5Y | +1.2% | -92.3% | +93.5% | +9.5% |
| All | +146.4% | -46.0% | +192.4% | +132.4% |
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 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