-6.1%
RDW vs NIO
-90.3%
+84.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.1% | -5.4% | -3.2% |
| 7D | +0.9% | -2.9% | +3.7% | +1.6% |
| 30D | -21.3% | -18.7% | -2.6% | -16.7% |
| 3M | -37.9% | -29.4% | -8.4% | -31.5% |
| 6M | +12.3% | -32.5% | +44.8% | +24.3% |
| YTD | +39.7% | -27.6% | +67.4% | +50.3% |
| 1Y | +25.7% | -39.2% | +64.9% | +40.5% |
| 3Y | +230.8% | -64.3% | +295.1% | +289.1% |
| All | -6.1% | -90.3% | +84.2% | +61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling