+302.5%
PSX vs NIO
-93.2%
+395.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +1.0% |
| 7D | +7.8% | -14.5% | +22.3% | +8.6% |
| 30D | -10.9% | -15.0% | +4.1% | -10.2% |
| 3M | +14.5% | -35.6% | +50.0% | +17.0% |
| 6M | +56.1% | -55.7% | +111.8% | +62.6% |
| YTD | +109.6% | -43.1% | +152.7% | +114.3% |
| 1Y | +95.5% | -53.5% | +149.0% | +102.2% |
| 3Y | +156.2% | -59.8% | +216.0% | +161.0% |
| All | +302.5% | -93.2% | +395.7% | +369.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling