+63.5%
PTC vs NIO
-92.0%
+155.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.8% | +4.2% | +0.7% |
| 7D | +1.3% | +2.8% | -1.5% | +0.9% |
| 30D | +1.1% | -8.4% | +9.5% | +1.9% |
| 3M | +30.1% | -32.0% | +62.1% | +35.3% |
| 6M | +34.0% | -43.9% | +78.0% | +41.6% |
| YTD | +12.8% | -35.7% | +48.5% | +16.6% |
| 1Y | +10.7% | -51.1% | +61.9% | +17.9% |
| 3Y | +29.6% | -54.7% | +84.3% | +32.7% |
| 5Y | +63.5% | -91.7% | +155.3% | +91.9% |
| All | +63.5% | -92.0% | +155.5% | +91.9% |
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 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