+56.8%
RGTI vs NIO
-90.3%
+147.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.3% | -0.4% |
| 7D | +0.5% | -2.9% | +3.4% | +1.5% |
| 30D | -17.1% | -18.7% | +1.6% | -10.3% |
| 3M | -26.0% | -29.4% | +3.5% | -15.6% |
| 6M | -9.9% | -32.5% | +22.7% | +3.3% |
| YTD | -31.1% | -27.6% | -3.4% | -24.0% |
| 1Y | -8.5% | -39.2% | +30.7% | +7.6% |
| 3Y | +652.2% | -64.3% | +716.5% | +867.3% |
| All | +56.8% | -90.3% | +147.1% | +131.3% |
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