-42.4%
NIO vs RVTY
+40.6%
-83.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.4% |
| 7D | -13.0% | +1.1% | -14.1% | -13.7% |
| 30D | -18.3% | +13.2% | -31.5% | -24.0% |
| 3M | -33.2% | +27.2% | -60.5% | -42.7% |
| 6M | -21.5% | +32.4% | -53.9% | -35.8% |
| YTD | -25.5% | +34.9% | -60.4% | -40.9% |
| 1Y | -38.0% | +52.4% | -90.4% | -55.1% |
| 3Y | -65.5% | +12.3% | -77.7% | -71.0% |
| 5Y | -90.6% | -30.8% | -59.8% | -88.9% |
| All | -42.4% | +40.6% | -83.0% | -47.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling