+55.1%
PRU vs NIO
-56.9%
+112.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.8% | +4.8% | +1.2% |
| 7D | +3.8% | +2.8% | +1.0% | +3.6% |
| 30D | +9.0% | -8.4% | +17.4% | +9.4% |
| 3M | +2.1% | -32.0% | +34.1% | +3.9% |
| 6M | +25.4% | -43.9% | +69.3% | +28.5% |
| YTD | +13.5% | -35.7% | +49.2% | +15.2% |
| 1Y | +21.3% | -51.1% | +72.5% | +24.8% |
| 3Y | +55.1% | -54.7% | +109.8% | +55.5% |
| All | +55.1% | -56.9% | +112.0% | +55.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling