-77.4%
PLTD vs NIO
-25.9%
-51.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.6% | -6.1% | -5.4% |
| 7D | +4.2% | +6.9% | -2.7% | +5.7% |
| 30D | +20.8% | -4.7% | +25.6% | +20.1% |
| 3M | -2.6% | -28.1% | +25.5% | -7.7% |
| 6M | -33.1% | -41.7% | +8.6% | -38.5% |
| YTD | -20.0% | -33.1% | +13.1% | -24.0% |
| 1Y | -21.6% | -50.3% | +28.6% | -30.1% |
| All | -77.4% | -25.9% | -51.6% | -75.6% |
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 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