+2.8%
RDW vs NIO
-94.1%
+96.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.4% | -2.3% | -4.1% |
| 7D | +3.6% | -4.1% | +7.7% | +4.7% |
| 30D | -18.4% | -23.2% | +4.8% | -12.9% |
| 3M | -32.1% | -29.9% | -2.1% | -25.6% |
| 6M | +10.9% | -25.1% | +36.0% | +18.0% |
| YTD | +40.8% | -27.5% | +68.2% | +50.5% |
| 1Y | +31.1% | -41.1% | +72.2% | +46.2% |
| 3Y | +245.2% | -63.1% | +308.3% | +294.9% |
| 5Y | -16.7% | -90.4% | +73.6% | +16.2% |
| All | +2.8% | -94.1% | +96.9% | +50.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling