+39.9%
PODD vs NIO
-43.2%
+83.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.7% | +2.2% |
| 7D | -2.5% | +6.9% | -9.4% | -3.1% |
| 30D | +10.7% | -4.7% | +15.5% | +11.2% |
| 3M | +6.1% | -28.1% | +34.2% | +9.2% |
| 6M | -2.8% | -41.7% | +38.9% | +1.6% |
| YTD | -47.3% | -33.1% | -14.2% | -46.0% |
| 1Y | -53.2% | -50.3% | -2.9% | -50.6% |
| 3Y | -2.0% | -54.4% | +52.3% | -0.1% |
| 5Y | -52.9% | -91.6% | +38.7% | -47.5% |
| All | +39.9% | -43.2% | +83.1% | +51.9% |
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