+28.8%
PTC vs NIO
-60.1%
+88.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | +0.1% |
| 7D | +0.5% | -14.5% | +14.9% | +1.2% |
| 30D | +1.2% | -15.0% | +16.2% | +2.0% |
| 3M | +27.4% | -35.6% | +62.9% | +29.7% |
| 6M | +39.2% | -55.7% | +94.9% | +43.7% |
| YTD | +12.5% | -43.1% | +55.6% | +14.7% |
| 1Y | +12.3% | -53.5% | +65.8% | +15.5% |
| 3Y | +28.8% | -59.8% | +88.7% | +33.9% |
| All | +28.8% | -60.1% | +88.9% | +33.9% |
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