+617.6%
PLTR vs NIO
-93.2%
+710.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.9% | +2.8% | -0.5% |
| 7D | +4.7% | -14.5% | +19.2% | +10.1% |
| 30D | -16.4% | -15.0% | -1.5% | -12.0% |
| 3M | -6.2% | -35.6% | +29.4% | +7.9% |
| 6M | +29.2% | -55.7% | +84.8% | +66.4% |
| YTD | -5.5% | -43.1% | +37.6% | +9.2% |
| 1Y | -2.4% | -53.5% | +51.1% | +20.3% |
| 3Y | +752.3% | -59.8% | +812.1% | +851.7% |
| All | +617.6% | -93.2% | +710.8% | +1,239.0% |
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 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