-53.9%
NIO vs RY
+46.4%
-100.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.0% | +0.4% | +2.0% |
| 7D | -0.6% | +2.5% | -3.1% | -1.7% |
| 30D | -3.5% | +8.4% | -12.0% | -7.0% |
| 3M | -30.7% | +1.2% | -31.9% | -31.2% |
| 6M | -45.6% | +19.4% | -65.0% | -51.7% |
| YTD | -35.3% | +25.4% | -60.7% | -47.3% |
| 1Y | -53.9% | +46.7% | -100.6% | -68.0% |
| All | -53.9% | +46.4% | -100.3% | -68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling