-16.5%
PLTD vs NIO
-54.1%
+37.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.4% | -1.1% | +2.8% |
| 7D | +14.4% | -0.6% | +15.0% | +14.4% |
| 30D | +8.6% | -3.5% | +12.2% | +8.3% |
| 3M | -9.2% | -30.7% | +21.5% | -12.5% |
| 6M | -29.5% | -45.6% | +16.1% | -32.8% |
| YTD | -20.2% | -35.3% | +15.1% | -24.0% |
| 1Y | -16.5% | -53.9% | +37.4% | -27.6% |
| All | -16.5% | -54.1% | +37.6% | -27.6% |
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