+158.2%
PLD vs NIO
-36.7%
+194.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.8% | -0.6% |
| 7D | -2.4% | -13.0% | +10.7% | -1.4% |
| 30D | -2.4% | -18.3% | +15.8% | -1.1% |
| 3M | -3.8% | -33.2% | +29.4% | -1.2% |
| 6M | 0.0% | -21.5% | +21.5% | +1.2% |
| YTD | +9.2% | -25.5% | +34.7% | +10.8% |
| 1Y | +25.9% | -38.0% | +63.9% | +28.9% |
| 3Y | +21.3% | -65.5% | +86.8% | +25.5% |
| 5Y | +14.1% | -90.6% | +104.7% | +21.9% |
| All | +158.2% | -36.7% | +194.9% | +141.0% |
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