+28.3%
RDW vs NIO
-37.4%
+65.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +2.0% |
| 7D | -3.1% | -13.0% | +9.9% | +1.1% |
| 30D | -1.8% | -18.3% | +16.5% | +4.5% |
| 3M | -50.9% | -33.2% | -17.6% | -44.5% |
| 6M | +13.5% | -21.5% | +35.0% | +21.5% |
| YTD | +38.6% | -25.5% | +64.0% | +49.9% |
| 1Y | +28.3% | -38.0% | +66.3% | +51.7% |
| All | +28.3% | -37.4% | +65.7% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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