-19.3%
PNR vs NIO
-90.3%
+70.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.6% |
| 7D | -3.9% | -4.1% | +0.3% | -3.4% |
| 30D | -13.8% | -23.2% | +9.4% | -11.3% |
| 3M | -22.5% | -29.9% | +7.4% | -19.6% |
| 6M | -37.2% | -25.1% | -12.0% | -35.8% |
| YTD | -44.2% | -27.5% | -16.8% | -42.9% |
| 1Y | -46.6% | -41.1% | -5.6% | -44.4% |
| 3Y | -12.5% | -63.1% | +50.6% | -7.8% |
| 5Y | -19.3% | -90.4% | +71.0% | -8.3% |
| All | -19.3% | -90.3% | +70.9% | -8.3% |
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