-52.0%
PODD vs NIO
-90.7%
+38.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.8% |
| 7D | +1.6% | -13.0% | +14.7% | +3.7% |
| 30D | +10.7% | -18.3% | +29.0% | +14.0% |
| 3M | +0.7% | -33.2% | +33.9% | +6.7% |
| 6M | -39.3% | -21.5% | -17.8% | -38.2% |
| YTD | -48.1% | -25.5% | -22.6% | -46.9% |
| 1Y | -57.4% | -38.0% | -19.4% | -55.5% |
| 3Y | -23.3% | -65.5% | +42.2% | -15.7% |
| All | -52.0% | -90.7% | +38.7% | -36.9% |
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 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