+7.0%
PLD vs NIO
-55.0%
+62.0%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +5.0% | +0.3% |
| 7D | +1.3% | -14.5% | +15.8% | +1.9% |
| 30D | -1.4% | -15.0% | +13.6% | -0.8% |
| 3M | -8.2% | -35.6% | +27.4% | -7.0% |
| 6M | -8.0% | -55.7% | +47.7% | -5.4% |
| YTD | +3.2% | -43.1% | +46.3% | +4.3% |
| 1Y | +7.0% | -53.5% | +60.5% | +9.1% |
| All | +7.0% | -55.0% | +62.0% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling