+28.8%
PODD vs NIO
-38.3%
+67.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.7% | -2.8% |
| 7D | -6.9% | -4.1% | -2.8% | -6.5% |
| 30D | -3.5% | -23.2% | +19.8% | -1.1% |
| 3M | -13.6% | -29.9% | +16.3% | -10.8% |
| 6M | -42.6% | -25.1% | -17.5% | -41.7% |
| YTD | -51.5% | -27.5% | -24.0% | -50.6% |
| 1Y | -60.9% | -41.1% | -19.8% | -59.6% |
| 3Y | -19.8% | -63.1% | +43.4% | -16.6% |
| 5Y | -54.4% | -90.4% | +36.0% | -49.6% |
| All | +28.8% | -38.3% | +67.2% | +39.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling