+130.0%
PNC vs NIO
-63.5%
+193.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | +2.3% | -6.7% | +8.9% | +2.6% |
| 30D | -3.8% | -20.0% | +16.2% | -2.7% |
| 3M | +7.8% | -30.5% | +38.3% | +9.7% |
| 6M | +19.7% | -20.7% | +40.4% | +20.3% |
| YTD | +19.1% | -25.7% | +44.8% | +20.1% |
| 1Y | +23.1% | -38.6% | +61.7% | +25.2% |
| All | +130.0% | -63.5% | +193.5% | +143.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling