+104.9%
PSX vs NIO
-37.4%
+142.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | +2.8% | -6.7% | +9.5% | +2.8% |
| 30D | +27.8% | -20.0% | +47.8% | +27.9% |
| 3M | +42.0% | -30.5% | +72.5% | +42.2% |
| 6M | +58.1% | -20.7% | +78.8% | +57.0% |
| YTD | +105.0% | -25.7% | +130.7% | +104.2% |
| 1Y | +104.9% | -38.6% | +143.5% | +109.6% |
| All | +104.9% | -37.4% | +142.3% | +109.6% |
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