-77.3%
PLTD vs NIO
-37.0%
-40.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.9% | +7.1% | +1.2% |
| 7D | -4.8% | -14.5% | +9.7% | -7.6% |
| 30D | +16.9% | -15.0% | +31.8% | +13.5% |
| 3M | +2.6% | -35.6% | +38.2% | -4.9% |
| 6M | -36.2% | -55.7% | +19.4% | -44.3% |
| YTD | -19.4% | -43.1% | +23.7% | -25.8% |
| 1Y | -22.5% | -53.5% | +31.0% | -31.6% |
| All | -77.3% | -37.0% | -40.3% | -76.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling