+46.9%
PM vs NIO
-54.1%
+101.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.4% | -1.9% | +1.6% |
| 7D | +4.3% | -0.6% | +4.9% | +4.3% |
| 30D | +11.5% | -3.5% | +15.0% | +11.4% |
| 3M | +13.0% | -30.7% | +43.7% | +13.2% |
| 6M | +25.9% | -45.6% | +71.5% | +26.9% |
| YTD | +34.0% | -35.3% | +69.3% | +33.2% |
| 1Y | +46.9% | -53.9% | +100.8% | +41.3% |
| All | +46.9% | -54.1% | +101.0% | +41.3% |
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 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