+126.2%
PNC vs NIO
-38.3%
+164.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.8% |
| 7D | -0.7% | -4.1% | +3.4% | -0.5% |
| 30D | -4.4% | -23.2% | +18.8% | -2.8% |
| 3M | +4.5% | -29.9% | +34.4% | +6.8% |
| 6M | +19.1% | -25.1% | +44.2% | +20.6% |
| YTD | +18.0% | -27.5% | +45.5% | +19.7% |
| 1Y | +24.1% | -41.1% | +65.1% | +27.1% |
| 3Y | +130.0% | -63.1% | +193.2% | +136.4% |
| 5Y | +50.4% | -90.4% | +140.8% | +61.6% |
| All | +126.2% | -38.3% | +164.5% | +105.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling