+130.8%
PNC vs NIO
-36.7%
+167.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.7% | +0.3% |
| 7D | +1.4% | -13.0% | +14.4% | +2.3% |
| 30D | -3.8% | -18.3% | +14.5% | -2.6% |
| 3M | +9.0% | -33.2% | +42.2% | +11.8% |
| 6M | +16.6% | -21.5% | +38.1% | +17.8% |
| YTD | +20.4% | -25.5% | +45.9% | +21.9% |
| 1Y | +22.3% | -38.0% | +60.3% | +24.9% |
| 3Y | +124.5% | -65.5% | +190.0% | +131.9% |
| 5Y | +54.1% | -90.6% | +144.7% | +65.6% |
| All | +130.8% | -36.7% | +167.5% | +109.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling