-18.4%
PLTD vs NIO
-54.3%
+35.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.9% | -9.1% | -2.3% |
| 7D | +13.7% | +5.6% | +8.1% | +14.7% |
| 30D | +18.4% | -4.2% | +22.7% | +18.1% |
| 3M | -7.5% | -26.3% | +18.8% | -10.0% |
| 6M | -31.3% | -42.5% | +11.2% | -33.9% |
| YTD | -15.4% | -33.5% | +18.1% | -19.1% |
| 1Y | -18.4% | -52.7% | +34.2% | -30.0% |
| All | -18.4% | -54.3% | +35.8% | -30.0% |
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 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