-42.5%
NIO vs RGEN
+34.2%
-76.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.0% | +3.0% | +6.1% |
| 7D | +5.6% | -1.9% | +7.6% | +5.4% |
| 30D | -4.2% | +3.7% | -8.0% | -3.6% |
| 3M | -26.3% | +8.8% | -35.1% | -24.2% |
| 6M | -42.5% | +38.0% | -80.5% | -34.6% |
| All | -42.5% | +34.2% | -76.7% | -34.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling