-56.1%
NIO vs RGEN
+194.0%
-250.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.8% | -5.7% | -5.2% |
| 7D | -14.5% | -3.3% | -11.2% | -13.4% |
| 30D | -15.0% | -5.8% | -9.1% | -13.3% |
| 3M | -35.6% | +0.2% | -35.7% | -36.1% |
| 6M | -55.7% | +56.8% | -112.4% | -63.2% |
| YTD | -43.1% | +2.4% | -45.5% | -45.7% |
| 1Y | -53.5% | +11.4% | -65.0% | -57.1% |
| 3Y | -59.8% | +15.2% | -75.0% | -66.5% |
| 5Y | -93.2% | -35.1% | -58.1% | -93.4% |
| All | -56.1% | +194.0% | -250.1% | -76.5% |
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