-10.8%
PNR vs NIO
-62.3%
+51.5%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.4% | -2.6% |
| 7D | -3.0% | -6.7% | +3.6% | -2.5% |
| 30D | -14.9% | -20.0% | +5.1% | -13.5% |
| 3M | -19.0% | -30.5% | +11.4% | -16.9% |
| 6M | -35.9% | -20.7% | -15.2% | -35.4% |
| YTD | -43.1% | -25.7% | -17.5% | -42.4% |
| 1Y | -46.4% | -38.6% | -7.8% | -45.0% |
| 3Y | -10.8% | -62.3% | +51.4% | -6.8% |
| All | -10.8% | -62.3% | +51.5% | -6.8% |
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