-59.8%
NIO vs RY
+160.3%
-220.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.8% | -4.8% |
| 7D | -14.5% | +0.6% | -15.0% | -14.8% |
| 30D | -15.0% | +5.0% | -20.0% | -18.2% |
| 3M | -35.6% | -5.3% | -30.2% | -32.9% |
| 6M | -55.7% | +13.8% | -69.5% | -60.8% |
| YTD | -43.1% | +21.0% | -64.1% | -52.9% |
| 1Y | -53.5% | +40.5% | -94.0% | -66.5% |
| 3Y | -59.8% | +159.7% | -219.5% | -86.7% |
| All | -59.8% | +160.3% | -220.1% | -86.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling