+31.4%
PWR vs NIO
-51.1%
+82.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.6% | +8.8% | +9.2% |
| 7D | -4.8% | +6.9% | -11.7% | -6.0% |
| 30D | -16.2% | -4.7% | -11.5% | -15.4% |
| 3M | -11.9% | -28.1% | +16.1% | -6.7% |
| 6M | -20.6% | -41.7% | +21.1% | -12.9% |
| YTD | +40.3% | -33.1% | +73.4% | +45.9% |
| All | +31.4% | -51.1% | +82.5% | +48.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling