+54.3%
PTC vs NIO
-92.1%
+146.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.9% | -5.7% | -0.4% |
| 7D | -0.2% | +5.6% | -5.8% | -0.8% |
| 30D | +0.8% | -4.2% | +5.0% | +1.1% |
| 3M | +32.1% | -26.3% | +58.4% | +36.2% |
| 6M | +42.6% | -42.5% | +85.2% | +50.4% |
| YTD | +12.0% | -33.5% | +45.5% | +15.4% |
| 1Y | +12.2% | -52.7% | +64.8% | +19.9% |
| 3Y | +31.2% | -57.5% | +88.7% | +35.8% |
| All | +54.3% | -92.1% | +146.3% | +84.3% |
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