-38.0%
NIO vs RGEN
+45.2%
-83.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.5% |
| 7D | -13.0% | -4.9% | -8.1% | -13.0% |
| 30D | -18.3% | +5.7% | -24.0% | -18.2% |
| 3M | -33.2% | +32.4% | -65.7% | -33.5% |
| 6M | -21.5% | +33.2% | -54.7% | -22.6% |
| YTD | -25.5% | +2.3% | -27.8% | -23.6% |
| 1Y | -38.0% | +39.0% | -77.0% | -34.9% |
| All | -38.0% | +45.2% | -83.2% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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