+70.3%
PWR vs NIO
-37.4%
+107.7%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.4% |
| 7D | +4.5% | -6.7% | +11.2% | +5.6% |
| 30D | -4.9% | -20.0% | +15.2% | -1.8% |
| 3M | -7.9% | -30.5% | +22.6% | -3.0% |
| 6M | +18.3% | -20.7% | +39.1% | +20.6% |
| YTD | +51.5% | -25.7% | +77.2% | +55.2% |
| 1Y | +70.3% | -38.6% | +108.9% | +87.8% |
| All | +70.3% | -37.4% | +107.7% | +87.8% |
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