-90.6%
NIO vs RY
+140.8%
-231.4%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -0.7% |
| 7D | -13.0% | +3.1% | -16.2% | -16.3% |
| 30D | -18.3% | -0.3% | -18.0% | -18.3% |
| 3M | -33.2% | +8.7% | -41.9% | -40.1% |
| 6M | -21.5% | +28.5% | -50.0% | -43.3% |
| YTD | -25.5% | +25.1% | -50.6% | -44.6% |
| 1Y | -38.0% | +46.3% | -84.3% | -62.3% |
| 3Y | -65.5% | +154.9% | -220.4% | -90.7% |
| All | -90.6% | +140.8% | -231.4% | -97.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling