+29.7%
PM vs NIO
-53.4%
+83.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.1% |
| 7D | -7.1% | -1.8% | -5.2% | -7.1% |
| 30D | -2.8% | -6.6% | +3.8% | -2.8% |
| 3M | +6.3% | -29.9% | +36.2% | +6.7% |
| 6M | +9.6% | -46.6% | +56.3% | +10.9% |
| YTD | +25.6% | -36.5% | +62.1% | +24.9% |
| 1Y | +29.7% | -51.1% | +80.8% | +24.7% |
| All | +29.7% | -53.4% | +83.0% | +24.7% |
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