+1.5%
PLD vs NIO
-92.6%
+94.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.0% | +0.9% | -1.8% |
| 7D | +0.4% | -3.6% | +4.0% | +0.8% |
| 30D | -0.1% | -8.0% | +7.9% | +0.7% |
| 3M | -7.9% | -31.2% | +23.2% | -4.3% |
| 6M | -7.0% | -45.8% | +38.8% | -1.1% |
| YTD | +3.1% | -37.3% | +40.3% | +7.1% |
| 1Y | +7.1% | -56.1% | +63.2% | +15.7% |
| 3Y | +32.9% | -61.1% | +94.0% | +39.1% |
| 5Y | +1.5% | -92.4% | +94.0% | +13.0% |
| All | +1.5% | -92.6% | +94.2% | +13.0% |
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 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