-92.9%
NIO vs RVTY
-15.1%
-77.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.7% | -3.2% | -4.1% |
| 7D | -14.5% | -0.5% | -14.0% | -14.2% |
| 30D | -15.0% | +1.5% | -16.5% | -15.8% |
| 3M | -35.6% | +31.5% | -67.0% | -44.4% |
| 6M | -55.7% | +62.7% | -118.3% | -66.4% |
| YTD | -43.1% | +60.0% | -103.1% | -58.1% |
| 1Y | -53.5% | +65.7% | -119.2% | -66.7% |
| 3Y | -59.8% | +85.2% | -145.0% | -75.6% |
| All | -92.9% | -15.1% | -77.8% | -92.3% |
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