+154.3%
PSX vs NIO
-58.0%
+212.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.9% | +7.5% | +1.8% |
| 7D | +6.4% | -4.7% | +11.1% | +6.6% |
| 30D | -10.2% | -14.3% | +4.1% | -9.7% |
| 3M | +17.2% | -32.8% | +50.0% | +18.9% |
| 6M | +51.8% | -49.8% | +101.6% | +55.7% |
| YTD | +108.0% | -40.2% | +148.2% | +110.8% |
| 1Y | +96.1% | -52.7% | +148.8% | +101.5% |
| All | +154.3% | -58.0% | +212.3% | +160.1% |
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