-49.5%
NIO vs RY
+40.4%
-89.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.3% | +7.2% | +6.5% |
| 7D | +5.6% | -0.9% | +6.5% | +6.1% |
| 30D | -4.2% | +5.9% | -10.1% | -6.5% |
| 3M | -26.3% | -4.3% | -22.0% | -24.9% |
| 6M | -42.5% | +12.1% | -54.7% | -47.0% |
| YTD | -33.5% | +20.3% | -53.8% | -44.9% |
| All | -49.5% | +40.4% | -89.9% | -66.0% |
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