+9.7%
PPG vs NIO
-40.3%
+50.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.3% | -1.7% |
| 7D | -5.1% | -7.3% | +2.1% | -4.6% |
| 30D | -9.6% | -22.5% | +12.9% | -7.9% |
| 3M | -6.4% | -30.9% | +24.5% | -4.0% |
| 6M | +0.5% | -37.2% | +37.7% | +3.6% |
| YTD | +4.4% | -29.8% | +34.2% | +6.6% |
| 1Y | -0.9% | -37.4% | +36.5% | +1.6% |
| 3Y | -17.0% | -64.3% | +47.4% | -14.1% |
| 5Y | -23.7% | -90.6% | +66.9% | -17.7% |
| All | +9.7% | -40.3% | +50.0% | +0.4% |
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