+34.4%
PTC vs NIO
-36.7%
+71.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.6% | -4.5% | -5.9% |
| 7D | -10.3% | -13.0% | +2.8% | -8.9% |
| 30D | +1.1% | -18.3% | +19.4% | +3.4% |
| 3M | +1.6% | -33.2% | +34.8% | +6.0% |
| 6M | -13.5% | -21.5% | +8.0% | -12.0% |
| YTD | -19.1% | -25.5% | +6.4% | -17.4% |
| 1Y | -33.9% | -38.0% | +4.1% | -31.5% |
| 3Y | -3.9% | -65.5% | +61.5% | +1.6% |
| 5Y | +6.0% | -90.6% | +96.6% | +23.0% |
| All | +34.4% | -36.7% | +71.1% | +16.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling