-77.8%
PLTD vs NIO
-29.6%
-48.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.0% | +3.2% | -2.7% |
| 7D | -1.6% | -1.8% | +0.3% | -1.8% |
| 30D | +18.5% | -6.6% | +25.1% | +17.2% |
| 3M | -2.4% | -29.9% | +27.4% | -8.1% |
| 6M | -34.6% | -46.6% | +12.0% | -40.9% |
| YTD | -21.4% | -36.5% | +15.0% | -26.1% |
| 1Y | -16.8% | -51.1% | +34.4% | -25.9% |
| All | -77.8% | -29.6% | -48.3% | -76.3% |
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