+37.8%
PODD vs NIO
-36.7%
+74.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.9% |
| 7D | +1.6% | -13.0% | +14.7% | +2.9% |
| 30D | +10.7% | -18.3% | +29.0% | +12.7% |
| 3M | +0.7% | -33.2% | +33.9% | +4.3% |
| 6M | -39.3% | -21.5% | -17.8% | -38.5% |
| YTD | -48.1% | -25.5% | -22.6% | -47.3% |
| 1Y | -57.4% | -38.0% | -19.4% | -56.2% |
| 3Y | -23.3% | -65.5% | +42.2% | -19.6% |
| 5Y | -51.3% | -90.6% | +39.3% | -46.2% |
| All | +37.8% | -36.7% | +74.4% | +48.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling