+66.1%
PPL vs NIO
-43.2%
+109.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | -1.2% | +6.9% | -8.1% | -1.4% |
| 30D | +4.2% | -4.7% | +9.0% | +4.4% |
| 3M | +1.5% | -28.1% | +29.6% | +2.5% |
| 6M | +1.0% | -41.7% | +42.8% | +2.6% |
| YTD | +4.4% | -33.1% | +37.5% | +5.3% |
| 1Y | +0.8% | -50.3% | +51.0% | +2.6% |
| 3Y | +56.5% | -54.4% | +110.8% | +57.4% |
| 5Y | +47.7% | -91.6% | +139.3% | +53.4% |
| All | +66.1% | -43.2% | +109.2% | +51.6% |
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