+34.6%
PNC vs NIO
-92.2%
+126.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.6% |
| 7D | -0.2% | +6.9% | -7.1% | -0.8% |
| 30D | +6.5% | -4.7% | +11.2% | +6.9% |
| 3M | -7.6% | -28.1% | +20.5% | -5.0% |
| 6M | +8.5% | -41.7% | +50.2% | +13.3% |
| YTD | +14.5% | -33.1% | +47.6% | +17.3% |
| 1Y | +29.7% | -50.3% | +80.0% | +36.7% |
| 3Y | +115.7% | -54.4% | +170.0% | +119.6% |
| 5Y | +34.6% | -91.6% | +126.2% | +57.3% |
| All | +34.6% | -92.2% | +126.8% | +57.3% |
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 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