+38.2%
RIG vs NIO
-55.0%
+93.1%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.9% | +9.1% | +4.3% |
| 7D | +5.7% | -14.5% | +20.2% | +6.5% |
| 30D | -0.7% | -15.0% | +14.2% | 0.0% |
| 3M | -3.1% | -35.6% | +32.4% | -0.5% |
| 6M | -16.3% | -55.7% | +39.3% | -11.0% |
| YTD | +34.1% | -43.1% | +77.3% | +38.5% |
| 1Y | +38.2% | -53.5% | +91.7% | +50.6% |
| All | +38.2% | -55.0% | +93.1% | +50.6% |
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