+70.1%
PR vs NIO
-51.4%
+121.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.9% | -4.0% | +2.1% |
| 7D | -16.4% | +5.6% | -22.0% | -16.2% |
| 30D | -1.9% | -4.2% | +2.3% | -2.0% |
| 3M | +8.0% | -26.3% | +34.3% | +7.1% |
| 6M | +4.1% | -42.5% | +46.6% | +2.7% |
| YTD | +58.7% | -33.5% | +92.2% | +57.3% |
| All | +70.1% | -51.4% | +121.5% | +70.8% |
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