-48.3%
NIO vs RGEN
+213.5%
-261.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.6% | -0.5% |
| 7D | +6.9% | +3.5% | +3.4% | +5.7% |
| 30D | -4.7% | +2.9% | -7.7% | -5.8% |
| 3M | -28.1% | +9.2% | -37.2% | -30.8% |
| 6M | -41.7% | +44.9% | -86.6% | -50.4% |
| YTD | -33.1% | +9.2% | -42.3% | -37.6% |
| 1Y | -50.3% | +25.3% | -75.6% | -56.1% |
| 3Y | -54.4% | +21.7% | -76.1% | -62.6% |
| 5Y | -91.6% | -34.5% | -57.1% | -91.8% |
| All | -48.3% | +213.5% | -261.9% | -73.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling