-90.6%
NIO vs RVTY
-30.5%
-60.1%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.4% |
| 7D | -13.0% | +1.1% | -14.1% | -13.6% |
| 30D | -18.3% | +13.2% | -31.5% | -23.4% |
| 3M | -33.2% | +27.2% | -60.5% | -41.8% |
| 6M | -21.5% | +32.4% | -53.9% | -34.5% |
| YTD | -25.5% | +34.9% | -60.4% | -39.7% |
| 1Y | -38.0% | +52.4% | -90.4% | -54.1% |
| 3Y | -65.5% | +12.3% | -77.7% | -70.1% |
| All | -90.6% | -30.5% | -60.1% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 5y: compounded portfolio wealth divided by compounded RVTY 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…
5y analysis · Full analysis span regression · 6 months rolling