-3.5%
PTC vs NIO
-64.6%
+61.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.6% | -4.5% | -6.0% |
| 7D | -10.3% | -13.0% | +2.8% | -9.7% |
| 30D | +1.1% | -18.3% | +19.4% | +2.0% |
| 3M | +1.6% | -33.2% | +34.8% | +3.4% |
| 6M | -13.5% | -21.5% | +8.0% | -12.9% |
| YTD | -19.1% | -25.5% | +6.4% | -18.4% |
| 1Y | -33.9% | -38.0% | +4.1% | -32.8% |
| All | -3.5% | -64.6% | +61.1% | +0.6% |
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 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