+1.3%
PPL vs NIO
-54.3%
+55.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.9% | -6.5% | -0.6% |
| 7D | +0.4% | +5.6% | -5.2% | +0.4% |
| 30D | +5.4% | -4.2% | +9.7% | +5.5% |
| 3M | +4.3% | -26.3% | +30.6% | +4.4% |
| 6M | -1.3% | -42.5% | +41.2% | -0.5% |
| YTD | +4.7% | -33.5% | +38.2% | +3.9% |
| 1Y | +1.3% | -52.7% | +53.9% | +5.6% |
| All | +1.3% | -54.3% | +55.5% | +5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling